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Eltel operates in the telecommunications and electricity industries and offers services in infrastructure for networks and electricity. The company's services include installation, maintenance and project management for telecommunications and electricity networks. The business is aimed at companies and public institutions in Europe. Eltel was founded in 2001 and is headquartered in Stockholm, Sweden.
Eltels skelsættende aftale med Telenor Norge styrker investeringscasen og løfter vores estimater, men efter en re-rating på ca. 18 % ser de gode nyheder nu ud til at være
langt hen ad vejen prissat.
* Earnings improved materially y-o-y, but less than we estimated * We cut EBITA estimates by EUR 3m for '26e, EUR 1m for '27e-'28e * Share trading at 12-9x '26e-'27e EV/EBITA (adj.) Earnings improvement, but not as much as we hoped Eltel reported Q2 ...
We expect the Q2 report to show solid top-line growth driven by the Power segment and improved commercial visibility from recently signed framework agreements, alongside continued margin expansion.
* Q2e: big y-o-y earnings improvement * Raised EBITA driven by increasing emerging service sales * Share trading at 10x '26e EV/EBITA, goes to 7x in '28e Q2e: significant y-o-y EBITA improvement We expect Eltel to report Q2 net sales of EUR 211m, up ...
Following the strong post-Q1 share price surge, however, we believe the valuation has run too far, and the risk-adjusted return is no longer attractive at current levels.
Efter vores opfattelse forbedrer aftalen visibiliteten af vores mellemfristede prognoser for den svenske enhed og lægger et opadgående pres på vores estimater, selvom vi afventer den endelige kontraktunderskrivelse, før vi reviderer dem.
