Nilörngruppen

50.20 SEK

+1.41 %

Less than 1K followers

NIL B

NASDAQ Stockholm

Paper & Forest Products

Basic Materials

+1.41 %
+0.50 %
-22.65 %
-24.28 %
-17.02 %
-11.62 %
-29.49 %
-31.51 %
+3.72 %

Nilörngruppen operates in the fashion industry and focuses on the design, manufacture and distribution of clothing, packaging and accessories. In addition to its core business, the company works with graphic design and brand profiling. The business is global with a main presence in Europe, North America and Asia. Nilörngruppen was founded in 1977 and is headquartered in Borås, Sweden.

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Market cap
572.38M SEK
Turnover
248.93K SEK
Revenue
945.11M
EBIT %
7.77 %
P/E
11.33
Dividend yield-%
2.99 %
Revenue and EBIT-%

Revenue M

EBIT-% (adj.)

EPS and dividend

EPS (adj.)

Dividend %

Financial calendar
11.5
2026

General meeting '26

12.5
2026

Annual dividend

16.7
2026

Interim report Q2'26

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Third party research

Nilörn: Bruised but not broken - ABG

* Soft sales mostly on FX and order timing * We cut '26e-'27e adj. EBIT by 6-4% * Trading at ~7x EV/EBIT on our NTM estimates Bad timing and tough FX Nilörn's Q1 was soft on the surface, but material FX headwinds (-9%) and a SEK 16m order slipping from...

Nilörngruppen
Third party research

Nilörn: Currency and timing do the damage - ABG

* Sales -8% and adj. EBIT -16% vs. ABGSCe * Order intake SEK 218m, below expectations * Likely minor negative consensus estimate revisions A mechanical miss beneath decent underlying trends Q1 was softer than expected on both sales and adj. EBIT. Nil...

Nilörngruppen

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Third party research

Nilörn: FX masks underlying stability - ABG

* Relatively light comps in Q1e, but market still tough * We raise '26e-'28e EBIT by 1-3% * Trading at 6.3x NTM EV/EBIT A solid underlying Q1e, offset by FX We expect positive organic growth of 2% in Q1'26e, which implies sales of SEK 238m and adj. EBIT...

Nilörngruppen
Third party research

Nilörn: Headwinds could subside in H2'26 - ABG

* A soft end to '25 on earnings * We cut '26e-'27e adj. EBIT by 7-6% * Trading at ~7x EV/EBIT on our NTM estimates Q4: strong orders but pressured margins Q4 was a weak quarter on adj. EBIT, ~30% below expectations despite a 2% beat on sales and a gross...

Nilörngruppen
Third party research

Nilörn: Strong orders, but pressured margins - ABG

* Sales 2% and adj. EBIT -31% vs. ABGSCe * Order intake SEK 251m, above expectations * Likely negative consensus estimate revisions Q4'25 impressions Q4 was better than expected on sales and order bookings, but dissapointed on adj. EBIT. Nilörn delivered...

Nilörngruppen
Third party research

Nilörn: A few bumps in the Q4 road - ABG

* Negative FX and calendar effects * We trim '25e-'27e EBIT by 2% * Trading at 9x NTM EV/EBIT FX and Chinese New Year weigh on Q4e In Q4'25 we expect positive organic growth of 3%, which implies sales of SEK 214m and adj. EBIT of ~SEK 17m, corresponding...

Nilörngruppen
Third party research

Nilörn: We label this a strong report - ABG

* Stronger than expected across the board* We raise '25e-'27e adj. EBIT by 10-3%* Trading at ~8x EV/EBIT on our NTM estimatesStrong sales, adj. EBIT even betterSales were better than we expected in Q3, and adj. EBIT was also significantly higher. FX ...

Nilörngruppen
Third party research

Nilörn: A beat across the board - ABG

* Sales +13% and adj. EBIT +39% vs. ABGSCe* Order intake SEK 224m, in line with ABGSCe* Likely positive consensus estimate revisionsQ3'25 impressionsNilörn delivered sales of SEK 230m (13% vs ABGSCe 203m), corresponding to y-o-y organic growth ex. FX...

Nilörngruppen
Third party research

Nilörn: Solid orders and organic growth - ABG

* Organic growth of 5% offset by FX headwinds* Minor negative revisions on '25e-'27e EBIT* NTM EV/EBIT slightly above 7xWhat to look for in Q3'25In Q3'25 we expect positive organic growth of 5%, which implies sales of SEK 203m and adj. EBIT of ~SEK 19m...

Nilörngruppen
Third party research

Nilörn: The market weakens again - ABG

Q2'25 impressions Nilörn reports Q2'25 sales of SEK 237m (-3% vs. ABGSCe 245m), gross profit SEK 106m (-3% vs. ABGSCe 109m), adj. EBIT SEK 18m (-36% vs. ABGSCe 28m). The order intake came in at SEK 205m, implying a y-o-y decrease of 1%. For reference...

Nilörngruppen
Forum discussions
Business Nilörngruppen is a label manufacturer whose shares are listed on the Stockholm Stock Exchange. The company designs and manufactures garment labels in collaboration with fashion houses. Through labels, manufacturers can enhance the branding of their clothing. Labels represent...
4/26/2023, 12:37 PM
by Juippi
13
2023 was a subdued year for Nilörn, as shown in the Q4 report. The results were driven by an oversupply of clothing, as purchasing managers ordered excessive inventory due to the COVID-19 era and supply chain difficulties. This meant that Nilörn, which is further upstream in the ...
2/9/2024, 2:11 PM
by Juippi
2
This valuation section was a bit brief, so let’s supplement it. My favorite method for evaluating stocks is combining the P/B ratio with the return on equity (ROE). Nilörn had 344.725 million in equity at the end of Q1. If we subtract the dividend likely to be paid soon from this...
4/27/2023, 9:05 AM
by Juippi
2
First of all, great opening! It’s awesome that you explained the situation in plain language instead of just slapping down charts from a corporate presentation without any explanatory context. I was inspired to read through the annual report because the subject area (=garment industry...
4/27/2023, 11:58 AM
by In Der Esche
1
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