contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


modular-finance-ir-consensus-koskisen-consensus-estimates-q4-2025

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Koskisen is active in the forest industry. The company specializes in the manufacture and distribution of industrial wood products. The company's product portfolio is broad and mainly includes wood products such as sawn wood, plywood, chipboard, and veneer. The business is run via various business segments and the customers can be found in a number of industries around the global market. The largest presence is found in Finland. The company was founded in 1909 and has its headquarters in Järvelä, Finland.

Here is a new company report on Koskinen from Antti.  We reiterate our target price of EUR 9.00 and our Reduce recommendation for Koskinen. We slightly lowered our near-term forecasts for Koskinen as the guidance for the current year was a notch more cautious than we expected. In our view, Koskinen has clear earnings growth potential in the coming years as the construction cycle gradually recovers and the company’s significant investments in recent years reach cruising altitude. However, we believe this is already appropriately baked into the stock (2026e: P/E 12x), which is why the expected return on the stock does not currently exceed the required rate of return.                   Inderes              Koskisen Q4'25: Emme näe hinnan ja arvon välillä ristiriitoja - Inderes    Toistamme Koskisen 9,00 euron tavoitehintamme ja vähennä-suosituksemme. Laskimme lievästi Koskisen lähiaikojen ennusteitamme kuluvan vuoden ohjeistuksen oltua piirun odotuksiamme varovaisempi. Näkemyksemme mukaan Koskisella on selvää...

Antti interviewed Koskinen’s CEO Jukka Pahta about Q4 and the company’s outlook, among other things.                    Inderes              Koskisen Q4'25: Kasvua volyymien nousun myötä - Inderes    Aika: 13.02.2026 klo 13.45 Koskisen kasvoi ennusteiden mukaisesti 30 % Iisveden Metsän yritysostosta ja Sahateollisuuden volyymien kasvun ansiosta, mutta tulosta rasittivat erityisesti Sahateollisuuden korkeat puukustannukset ja kausiluonteisesti...                             Topics: 00:00 Start  00:11 Development at the end of the year by business segment  01:06 Two-sided development in the panel industry  03:23 Impact of the pick-up in construction and renovation  04:41 Increased order backlog for birch plywood  05:52 High wood costs and fallen sawn timber prices in the sawmill industry  07:55 Wood procurement  09:13 Significance of the price difference between logs and pulpwood  11:21 Pricing of wood chips  12:10 Price development in the sawmill industry  13:42 Central European wood market  15:50 Situation in Japan  17:40 Background factors for the guidance  20:27 Profit distribution proposal

Here are Antti’s comments on Koskisen’s Q4 report.  Koskisen’s Q4 results reported this morning were mixed. Koskisen grew by 30% in line with forecasts, thanks to the acquisition of Iisveden Metsä and volume growth in Sawn Timber, but profitability fell clearly short of expectations. The results were particularly weighed down by high wood costs in Sawn Timber and seasonally lower sawn timber prices. The guidance for 2026 was also more cautious than market expectations regarding profitability. The dividend proposal rose 17% from the comparison period to EUR 0.14 per share, but both our and the consensus forecasts had expected a larger increase. According to our preliminary assessment, at least Koskisen’s consensus forecasts are subject to downward revision pressure for this year, driven by the Q4 profitability and the guidance.                   Inderes              Koskisen Q4'25 -pikakommentti: Odotukset olivat turhan korkealla kaikkien...    Koskisen kasvoi ennusteiden mukaisesti, mutta kannattavuus jäi varsin selvästi odotuksista.

Here are Antti’s pre-result comments as Koskisen publishes its Q4 results on Friday.  We expect Koskisen’s revenue and earnings to have grown clearly from the comparison period in Q4. Growth and profitability have been supported especially by the strong volume growth of the Sawmill Industry and the acquisition of Iisveden Metsä. We expect Koskisen’s 2026 guidance to indicate revenue growth and, regarding the midpoint of the range, an improving adjusted EBITDA margin. We expect Koskisen to raise its dividend by approximately 40% to EUR 0.20 per share. In our view, the forecasted but, especially in terms of scale, still uncertain earnings growth is for now fairly appropriately priced into Koskisen’s share (2025e and 2026e: adj. P/E 20x and 11x).                   Inderes              Koskisen Q4'25 -ennakko: Odotuksissa on nousujohteinen suunta Q4:lle ja...    Odotamme Koskisen liikevaihdon ja tuloksen kasvaneen selvästi vertailukaudesta Q4:llä. Kasvua ja tuloskuntoa ovat tukeneet erityisesti Sahateollisuuden vahva volyymikasvu sekä Iisveden Metsän osto. Koskisen vuoden 2026 ohjeistuksen odotamme...

The number of shares matches Pekka Kopra’s holding. Over 7 million euro block trade in Koskinen shares | Kauppalehti

Here are Antti’s comments from the pre-silent period call organized by Koskisen.  Koskisen held a pre-silent period call on Monday and published the questions and answers discussed during the call. They can be read here. Based on the company’s messaging, Q4 proceeded operationally and in terms of the market largely in line with expectations without significant surprises. We do not fundamentally see a need to adjust our Q4 forecasts for Koskisen based on the content of the call.                   Inderes              Koskisen markkinatilanteessa ei vaikuta tapahtuneen heilahduksia Q4:n aikana...    Koskisen piti maanantaina hiljaista jaksoa edeltävän puhelun. Yhtiön viestin perusteella Q4 sujui operatiivisesti ja markkinan osalta pitkälti odotusten mukaisesti ilman merkittäviä yllätyksiä. Emme lähtökohtaisesti näe muutostarpeita Koskisen Q4:n...

Here are Antti’s comments on how Koskisen is launching the second phase of the Panel Industry investment program with investments valued at approximately 7 million euros. Koskisen announced on Friday that it is launching the second phase of the Panel Industry investment program. The investment is a continuation of the company’s previously announced three-year investment program, which aims to increase plywood production capacity and improve productivity. The news was expected, and the scale of the second-phase investment program is also roughly in the ballpark of our expectations.                   Inderes              Koskisen jatkaa Levyteollisuuden kehittämistä vuonna 2026 7 MEUR:n...    Investointi on jatkumoa yhtiön aiemmin julkistamalle kolmivuotiselle investointiohjelmalle, jonka tavoitteena on kasvattaa vanerituotannon kapasiteettia ja parantaa tuottavuutta.

Koskisen

Estimates compiled by Modular Finance on behalf of Koskisen.Number of contributors: 3 (all of which have been updated or confirmed before the report)KPI (MEUR, unless otherwise specified)Q4 ...

<div class="mfn-body"><p>Estimates compiled by Modular Finance on behalf of Koskisen.</p><p>Number of contributors: 3 (all of which have been updated or confirmed before the report)</p><table><tbody><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1"><strong>KPI (MEUR, unless otherwise specified)</strong></td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right"><strong>Q4 2025E</strong></td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Net sales</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">93.5</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">EBITDA</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">9.1</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">EBITDA margin (%)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">9.77</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Earnings per share (EUR)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">0.15</td></tr></tbody></table><p>More consensus estimates can be found on Koskisen’s webpage:&nbsp;<a rel="noopener" href="https://koskisen.fi/en/investors/koskisen-as-an-investment/consensus-estimates/">https://koskisen.fi/en/investors/koskisen-as-an-investment/consensus-estimates/</a></p><p>Koskisen’s Q4 report will be released on Friday 13 February at 8:30 EET.</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong><br><a rel="noopener" href="https://storage.mfn.se/5d65fe64-9639-49c8-b216-851b72b894ef/koskisen-consensus-estimates-q4-2025.pdf" class="mfn-generated mfn-primary">Koskisen – Consensus estimates Q4 2025</a></p></div>

KPI (MEUR, unless otherwise specified)	Q4 2025E
Net sales	93.5
EBITDA	9.1
EBITDA margin (%)	9.77
Earnings per share (EUR)	0.15