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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Erkki Vesola

Ponsse is an industrial company. The company is a supplier of machinery for the forest industry, such as harvesters, dual machines, cranes and aggregates. In addition to its main business, it also supplies simulators and information systems that are used for training purposes by corporate customers. The largest operations are found in the Nordic market. The company was originally founded in 1970 and has its headquarters in Vieremä.

Aapeli has released a new company report on Ponsse following the Q4 results  Ponsse’s Q4 result fell slightly short of our expectations despite the brisk revenue growth. Guidance for the current year, on the other hand, turned out to be a clear disappointment compared to our expectations. This is driven by the low order backlog, which appears to pose challenges at least for performance in the early part of the year. Reflecting the overall picture, we have clearly lowered our forecasts. We view the stock’s valuation as expensive for this year, while neutral when looking further ahead. Reflecting this, we reiterate our Reduce recommendation for the stock, but lower our target price to EUR 24.0 (prev. EUR 25.0). Quote from the report: Forecasts continued on a downward trend Reflecting the market situation that remains uncertain, we slightly lowered our order forecasts, but we still expect orders to return to growth from Q2’26 onwards. Reflecting the guidance and the order backlog that fell to a low level at year-end, we have, however, clearly lowered our revenue forecasts for the early part of the year. In line with the revenue development, our earnings forecasts were also under clear pressure, and reflecting the company’s comments as well, we predict this will be reflected in the results especially in the early part of the year. However, we estimate that tighter cost discipline and the greater benefits of the change in the operating model will support margin development. Reflecting the current situational picture, we also clearly lowered our forecasts for the coming years, where uncertainty is also partly caused by the revenue loss resulting from the termination of the Brazilian contract, even though it is unprofitable. The underlying drivers for long-term forecasts remain unchanged, and they have been discussed in more detail in our comprehensive report.                   Inderes              Ponsse Q4'25: Tilauskanta jarruttaa menoa - Inderes    Ponssen Q4-tulos jäi hieman odotuksistamme vauhdikkaasta liikevaihtokehityksestä huolimatta.

Link to the robo-comment Robo-comment on Ponsse’s Q4 result - Inderes

The market is challenging. The company has excellent products and a lot of potential. I guess we’re taking another hit today. It might be a year or two before the results start to improve.

October–December:  Revenue was EUR 219.5 (223.5) million Operating profit was EUR 11.4 (17.6) million and the operating profit margin was 5.2 (7.9)%  January–December:   Revenue was EUR 749.9 (750.4) million   Operating profit was EUR 41.6 (36.8) million and the operating profit margin was 5.6 (4.9)%   Profit for the period was EUR 30.5 (12.5) million   Earnings per share were EUR 1.09 (0.45)   Order backlog was EUR 141.4 (188.6) million at the end of the review period   Cash flow from operating activities was EUR 23.3 (85.0) million   Equity ratio was 59.5 (58.7) percent at the end of the review period   The Board’s dividend proposal is EUR 0.55 (0.50) per share   The company’s operating profit in euros is estimated to be at the same level in 2026 as in 2025 (EUR 41.6 million).   The market situation remained challenging throughout the year. In the final quarter of the year, however, the order flow was reasonable considering the situation, and orders received were approximately EUR 197.7 (213.0) million. The company’s order backlog was EUR 141.4 (188.6) million at the end of the review period.

Here are Aapeli’s preview comments as Ponsse reports its Q4 results on Tuesday.  We expect the company’s revenue and earnings to have declined from the comparison period, in line with the depressed order backlog. The main areas of interest in the report are the guidance for the current year and management’s comments on the market outlook.                   Inderes              Ponsse Q4’25 -ennakko: Katseet kuluvan vuoden kasvunäkymissä - Inderes    Ponsse julkaisee Q4-raporttinsa tiistaina 17.2. Odotamme yhtiön liikevaihdon ja tuloksen laskeneen vertailukaudesta painunutta tilauskantaa mukaillen

This might be related to some Brazilian contract. I heard a rumor that they made a big deal for a large pulp mill in Brazil. If that delivery includes, say, 200 machines, it would significantly impact one year. The market is so sluggish that I would believe this is about one such large delivery that makes operations look good. Ponsse, if I recall correctly, has a 160-machine full-service operation in Brazil, so compared to that, a package of 200 machines is not impossible.

Here are more proper comments from Aapeli on Deere’s results.  Deere, the world’s leading manufacturer of agricultural and forestry machinery, published its Q4 report yesterday and at the same time took a stand on its market outlook for fiscal year 2026. The company expects the global forestry machinery market to remain stable compared to fiscal year 2025, while the European agricultural machinery market is expected to remain stable or grow slightly. Thus, for domestic peers, Ponsse and Kesla, it is still difficult to see significant signs of improvement in the market.                   Inderes              Ponsse ja Kesla: Deere odottaa metsäkonemarkkinalle vakaata kehitystä...    Maailman johtava maa- ja metsätalouskoneiden valmistaja Deere julkisti eilen Q4-raporttinsa ja otti samalla kantaa tilikautensa 2026 markkinanäkymiin.

Ponsse

The loss of the Russian market made a deep dent in the company's net sales and relative profitability. Future comparable growth will be partly driven by price increases and the expected increase...

<p>The loss of the Russian market made a deep dent in the company's net sales and relative profitability. Future comparable growth will be partly driven by price increases and the expected increase in margins is based on a low starting level.</p> 

	2021	22e	23e
Revenue	608.3	736.1	762.2
growth-%	-4.5 %	21.0 %	3.5 %
EBIT (adj.)	50.0	53.3	69.3
EBIT-% (adj.)	8.2 %	7.2 %	9.1 %
EPS (adj.)	1.28	1.47	1.96
Dividend	0.85	0.80	1.05
Dividend %	2.0 %	3.2 %	4.1 %
P/E (adj.)	32.9	17.3	13.0
EV/EBITDA	15.9	7.9	6.3

Ponsse: Terrain remains difficult

Key Estimate Figures11.09.2022

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