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
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

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
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... 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
    }
  }
}


enersense-data-centres-could-support-the-equity-story-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Enersense International operates in the industrial sector. The company's specialist expertise is found in project management for major industrial projects, which mainly includes design and construction, planning, logistics and administration. In addition to the main business, staffing and personnel management are offered. The company operates on a global level, with the Nordic and Baltic countries as home markets.

Funny thing, I was just wondering the same thing about that comment. Perhaps it’s more strongly related to the fact that the company is carrying quite a bit of historical baggage, which is why even a minor miss on targets is bound to be overinterpreted by the market. Maybe it’s better this way: build trust by hitting targets first, and then set more ambitious goals later once there is stronger market confidence in the execution.

There were high-quality questions and it was a good roast overall. Thanks for that and also for including my question @Verneri_Pulkkinen ! It might have been a bit of a slip of the tongue, but when discussing indebtedness, Kari stated that “Targets must be such that they will definitely be achieved.” To my ears, those sound like targets that might be a bit too easy  The Roast certainly reinforced my own feelings that Enersense is now at a very interesting stage in a growing industry, and the created lifecycle strategy looks good on paper—now we just wait for those practical results. As well as those share purchases from Kari

Here are Tommi’s comments as Betolar and Enersense begin cooperation to protect substations  Betolar announced on Friday that it has signed a letter of intent (LoI) with Enersense for commercial cooperation to protect substations from external threats, such as drones. We view the partnership as a positive step, as Enersense brings much-needed credibility and delivery capability to the protection solution announced by the company in April. Although the changed security environment may create a rapidly growing niche for the solution, we do not see pressure to change our forecasts based on the announcement, as commercialization is only in its early stages. This is also supported by the significant revenue growth we have forecasted for 2027, which requires success in the commercialization of Betolar’s technology.                   Inderes – 22 May 26              Betolar ja Enersense yhteistyöhön sähköasemien suojaamiseksi - Inderes    Aiesopimuksen tavoitteena on tuoda markkinoille ratkaisuja sähköasemien suojaamiseksi.

Aapeli already answered earlier on his behalf regarding the effects of cost inflation on Enersense, but if the question fits the Roast concept, I would also like to hear Kari’s perspective on the subject @Verneri_Pulkkinen

You could ask if there are any consolidation opportunities in the industry? Some international company might be interested in Enersense to expand their business, or perhaps other Finnish infrastructure builders. A lot of data centers are being built, and their maintenance operations can be a decent business. The same goes for power grids and maintenance contracts like those with Helen. What is the status of the hydrogen projects, and aren’t they likely the only builder who has constructed a production plant for P2X?

Reminder about next Monday’s ROAST !                   Inderes              ROAST Enersense 25.5.2026 - Inderes    Aika: 25.05.2026 klo 14.00 Kieli: fi Enersensen toimitusjohtaja Kari Sundbäck saapuu Pulkkisen vieraaksi ROASTiin.

Insiders are showing an appetite for Enersense shares at the current valuation. Today, a notification was released regarding purchases by Board Member Åsa Neving. She serves as the CFO at Nobina:                   Inderes              Enersense International Oyj: Johdon liiketoimet – Åsa Neving - Inderes    Enersense International Oyj | Pörssitiedote | 18.05.2026 klo 14:30:00 EESTEnersense International Oyj – Johdon liiketoimet____________________________________________IlmoitusvelvollinenNimi:...                             The new CFO also purchased shares a bit earlier:                   Inderes              Enersense International Oyj: Johdon liiketoimet – Jan-Elof Cavander - Inderes    Enersense International Oyj | Pörssitiedote | 12.05.2026 klo 15:15:00 EESTEnersense International Oyj - Johdon liiketoimet____________________________________________IlmoitusvelvollinenNimi:...

Enersense International

Reported revenue growth could remain modest or even negative in Q1 but move into positive territory in Q2-Q4 2026. Seasonally, Q1 is not a strong quarter, and we thus expect the adjusted EBITDA...

Reported revenue growth could remain modest or even negative in Q1 but move into positive territory in Q2-Q4 2026. Seasonally, Q1 is not a strong quarter, and&nbsp;we thus expect the adjusted EBITDA margin to be below 3%. The company has guided for clean EBITDA in core operations to be in the range of EUR 19-23m for 2026, and we expect this outlook to be maintained. Our fair value range per share remains at EUR 4.2-5.3, based on our DCF analysis and backed by a peer group comparison. Based on our current estimates, Enersense's 2026E EV/EBIT is 6.1x (peer group median: 12x) including the EUR 30m hybrid debt. Enersense has enhanced its offering to data centres and the company's valuation multiples could start to see support from data centre investments in Finland.

Enersense: Data centres could support the equity story - Nordea

Enersense: Data centres could support the equity story - Nordea