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
      researchContentUrl
    }
    ... 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

Nibe Industrier operates in the manufacturing industry and focuses on the development, manufacture and distribution of heat pumps and energy solutions. The company's products are aimed at private individuals and companies looking for energy-efficient solutions. The business is global with a main presence in Europe. Nibe Industrier was founded in 1989 and has its headquarters in Markaryd, Sweden.

Then, coincidentally, news broke that heat pump inquiries in Germany have risen by 30% since the start of the Persian Gulf situation, and at the same time, Handelsbanken upgraded its recommendation from sell => hold. In fact, besides companies producing natural gas and LNG, very few benefit from rising natural gas prices, but Nibe is one clear beneficiary. Now is a good time to sell new inverter ground source heat pumps.                   EFN.se – 20 Mar 26              Nibe rusar – höjs till behåll med en brasklapp    Gårdagens lyft kom av sig. Men nu ser det ut som att det har lossnat för småspararfavoriten Nibe – som stiger över 8 procent på Stockholmsbörsen. ”Efterfrågan ser äntligen ut att förbättras”, skriver Handelsbanken i en analys.

These days, winning stocks are rare. But as we struggle to move away from oil and natural gas, geothermal energy is a winning solution. In the midst of all the panic, NIBE’s stock is rising. The frog is turning into a princess-                   Nordnet              Nibe Industrier B (NIBE B) osake    Osta osaketta Nibe Industrier B (NIBE B). Nordnetissä voit käydä kauppaa edullisin hinnoin. Klikkaa tästä ja katso reaaliaikainen osakekurssi

Here are comments from Lucas regarding how German heat pump subsidy applications have grown significantly.                    Inderes              NIBE: Saksan tukihakemukset osoittavat vahvaa v/v-kasvua tammikuussa - Inderes    Saksan talous- ja ilmastoministeriön (BMWK) tietojen mukaan lämpöpumpputukihakemuksia oli Saksassa tammikuussa 2026 yhteensä 21 342. Tämä tarkoittaa merkittävää 49 %:n kasvua verrattuna tammikuuhun 2025, vaikka kyseessä on peräkkäinen lasku, joka...

Here are Lucas’s comments on how the German government is changing the heating law and how it may affect Nibe.                   Inderes              NIBE: Saksan politiikan muutos lisää riskiä, mutta osakkeen voimakas...    Saksan hallituksen päätös romuttaa keskeisiä osia kiistanalaisesta lämmityslakista on valitettava kehityskulku, jolla uskomme olevan negatiivinen vaikutus Saksan lämpöpumppumarkkinoihin. Vaikka tällä hetkellä on vaikea arvioida vaikutuksen tarkkaa...

The new inverter ground source heat pumps are at least very efficient according to the specs, and you would think that this would create new markets for Nibe’s products.

Here is a fresh company report on NIBE from Lucas  NIBE’s Q4 report fell slightly short of our expectations, mainly due to stronger-than-expected currency headwinds. However, underlying organic growth and margins were strong, especially in the key Climate Solutions business area, which gives us more confidence in the current turnaround. Despite the recent rise in the share price, we still believe that the valuation (P/E 2026-2027: 25x and 21x) is attractive. As a result, we reiterate our Accumulate recommendation but raise our target price to SEK 44 per share (prev. SEK 38 per share), mainly due to raised forecasts and a slightly lowered risk profile.                   Inderes              NIBE Q4'24: Elpymisen kuumentuminen - Inderes    NIBEn Q4-raportti jäi hieman odotuksistamme johtuen pääasiassa odotettua voimakkaammista valuuttakurssien vastatuulista. Kuitenkin taustalla oleva orgaaninen kasvu ja katteet olivat vahvoja, erityisesti tärkeällä Climate Solutions...

Here are Lucas’s preview comments as NIBE reports its results on Thursday, February 12.  We expect the report to show that the gradual recovery of revenue volumes and margins is moving in the right direction. Although the business environment remains challenging, particularly in the new construction market, we expect improved demand in Europe’s key heat pump markets and effective cost control to support the result. In the Q4 report, we will focus on management’s updated comments regarding the 2026 margin targets.                   Inderes              NIBE Q4'25 -ennakko: Termostaattia käännetään kohti elpymistä - Inderes    NIBE julkaisee Q4'25-tuloksensa torstaina 12. helmikuuta 2026, ja tulosesitystä voi seurata täältä klo 12.00 Suomen aikaa. Odotamme raportin osoittavan, että myyntivolyymien ja katteiden asteittainen elpyminen etenee oikeaan suuntaan. Vaikka...

Nibe Industrier

Following the market development since we initiated coverage of NIBE (20.9.), along with the somewhat weaker Q3 report than we expected, we have lowered our estimates and hold a more cautious...

<p>Following the market development since we initiated coverage of NIBE (20.9.), along with the somewhat weaker Q3 report than we expected, we have lowered our estimates and hold a more cautious view when it comes to the short-term outlook. With the current shift to higher interest and the challenges NIBE faces in maintaining historical earnings growth rates, we feel that the share valuation is in the higher end of our acceptable valuation range (2024e: P/E 26x). Thus, we stay on the sidelines waiting for the risk/return ratio to strengthen.</p> 

	2022	23e	24e
Revenue	40,071.0	47,515.3	51,026.1
growth-%	30.0 %	18.6 %	7.4 %
EBIT (adj.)	5,764.0	7,331.9	7,509.6
EBIT-% (adj.)	14.4 %	15.4 %	14.7 %
EPS (adj.)	2.11	2.57	2.61
Dividend	0.65	0.75	0.80
Dividend %	0.7 %	2.0 %	2.1 %
P/E (adj.)	46.0	14.9	14.6
EV/EBITDA	27.1	10.1	9.1

Risks cast a shadow over potential rewards

Key Estimate Figures16.11.2023

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