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Relais Group: Accounting for the IFRS transition in our estimates

RELAISResearch09.11.2022, 07.46
Petri GostowskiCo. Head of Research
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Relais publishes its Q3 result on Thursday at about 9:00 am. In Q3, we expect the company's net sales to remain on an upward trajectory, driven by inorganic growth. By contrast, we expect profitability to have declined as a result of, e.g., a change in the net sales structure. We have updated our estimates to take into account the company's transition to IFRS reporting. In addition to these accounting changes, we have revised our short-term financing cost estimates upwards to reflect rising interest rates.

Relais Group is an importer and wholesaler for the automotive industry. The group focuses mainly on the development of automotive electronic equipment for trucks. Examples of products that the company supplies include lighting products, applications for warning lights, camera systems, and other spare parts for heavy vehicles. The largest operations are found in the Nordic and Baltic markets, with customers in the aftermarket industry.

Read more on company page

Key Estimate Figures08.11.2022

202122e23e
Revenue237.8260.9265.2
growth-%84.5 %9.7 %1.6 %
EBIT (adj.)25.721.924.2
EBIT-% (adj.)10.8 %8.4 %9.1 %
EPS (adj.)0.950.710.86
Dividend0.360.300.32
Dividend %1.4 %2.1 %2.2 %
P/E (adj.)27.720.617.0
EV/EBITDA17.011.610.5

Forum discussions

News Powered by Cision Relais Group Oyj - Johdon liiketoimet - Johansson Gebauer Relais Group Oyj, Johtohenkilöiden liiketoimet, 19.8.2026 klo...
8/19/2026, 1:36 PM
by Jageksi
16
Juho Toratti has been writing about Relais Although Relais Group’s second-quarter earnings fell short of expectations, the performance from ...
8/15/2026, 1:05 PM
by Sijoittaja-alokas
10
Hi @Jageksi , Thanks for the questions! Challenging us is allowed and actually encouraged; this is completely normal in investor relations work...
8/14/2026, 10:25 AM
by Sebastian Seppanen
19
Thank you for the quick and comprehensive answer! I actually had to check the Q2 2025 report to see if there was any mention of the positive...
8/14/2026, 5:47 AM
by Jageksi
10
Short-term pain and long-term gain seem to be the interpretation of analysts at Carnegie and Nordea. Fair value is 15.5 - 21e, with slight downward...
8/14/2026, 5:27 AM
by OttoJ
9
Hi there, and welcome to the forum! My questions are likely for Christian: How does Relais’ organization look now, just over six months in, ...
8/13/2026, 3:15 PM
by JP199
14
Hi @Jageksi! Thanks for the questions. You are quite right; the change in credit loss provisions is an item that weighs on the adjusted EBITA...
8/13/2026, 2:16 PM
by Sebastian Seppanen
22