Nolato operates in the manufacturing industry and focuses on the development, manufacture and distribution of plastic components and systems for various industries. The company's products are used in sectors such as the automotive industry, medical technology and consumer electronics. The business is global with a main presence in Europe, North America and Asia. Nolato was founded in 1938 and is headquartered in Torekov, Sweden.
* Company confident about parrying input cost pressure * We make only minor estimate revisions * Accelerating organic growth ahead, and room for M&A Company confident about parrying input cost pressure Going into the report, our key concern was related...
* EBITA SEK 260m (-2% vs. ABG, 0% vs. IR consensus) * We expect no material revisions to cons EBITA * Share trading at 13x '26e EV/EBITA on our pre-Q1 estimates Q1 outcome Sales came in at SEK 2,357m (-2% vs. ABG 2,394m, 0% vs. IR cons 2,358m), down ...
* Risk of temporary GM pressure from rising oil prices * EBITA lowered by 4% for '26e, 3% for '27e-'28e * Q1e: precious metal headwinds should persist Risk of temporary GM pressure from rising oil prices Rising oil prices (from March) will likely have...
* A surprising sequential margin decline in Q4... * ... but we see no structural issues behind it * EBITA lowered by 5-3%, share now at 13.2x '26e EV/EBITA An unexpected sequential margin drop Nolato reported Q4 sales in line with IR consensus (2% below...
* Q4 results due on Thursday, 5 February * Estimates up 2-4% organically, but neutralised by FX * Margin expansion largely realised, now comes growth Q4 expectations We expect Nolato to report Q4 net sales of SEK 2,311m, down 3% y-o-y, of which +3% is...
* More margin gains, 12% target now looking conservative* Adj. EBITA raised by 1-2% for '25e-'27e, mainly from Engineered* Trading at 14.5x '26e EV/EBITA vs. five-year average 15.3xMore margin gains, 12% target now looking conservativeNolato reported...
* Adj. EBITA SEK 274m (+4% vs. ABG, +2% vs. IR consensus)* We expect consensus adj. EBITA to come up by 1-2%* 14.5x '26e EV/EBITA on pre-Q3 estimates (and on yesterday's close)Q3 outcomeSales came in at SEK 2,342m (+1% vs. ABG 2,324m, 0% vs. IR cons ...
* Q3e: Medical stable, but negative seasonality* EBITA estimates cut by 2-3%, mainly for Engineered* Share trading at 14x '26e EV/EBITAQ3e: stable Medical, but a seasonal drop in marginsWe expect Nolato will report Q3 net sales of SEK 2,324m, down 3%...