Copyright © Inderes 2011 - present. All rights reserved.
  • Seneste
  • Markeder
    • Aktieoversigt
    • Finanskalender
    • Udbyttekalender
    • Research
    • Artikler
  • InderesTV
  • Forum
  • Om os
    • Fulgte selskaber
    • Team
Eksterne analyser

Skolon: Tough comps, but solid volume-driven growth - ABG

Skolon

Dette er en ekstern analyse og afspejler ikke nødvendigvis vores perspektiv eller værdier.

Download analyse (PDF)
Q3'24e organic sales growth of 24% y-o-y
Minor positive estimate revisions
FVR of SEK 25-40 reiterated


What to expect in Q3'24e

We expect Q3 to deliver solid volume-driven sales, as the quarter is seasonally strengthened by the start of the school year. However, we expect growth to come down somewhat, as Q3'23 was exceptionally strong and presents tough comps. We expect sales of SEK 50m for Q3'24 (24% y-o-y), along with EBITDA of SEK 0.6m. Furthermore, we expect a continued increase in the utilisation rate, meaning increased sales of partner tools. This is positive for sales, but tends to weigh on the gross margin. We expect growth in paying users of 23% y-o-y and consequently an ARPPU of SEK 158.
Find os på de sociale medier
  • Inderes Forum
  • Youtube
  • Facebook
  • X (Twitter)
Tag kontakt
  • info@hcandersencapital.dk
  • Bredgade 23B, 2. sal
    1260 København K
Inderes
  • Om os
  • Vores team
  • Karriere
  • Inderes som en investering
  • Tjenester for børsnoterede virksomheder
Vores platform
  • FAQ
  • Servicevilkår
  • Privatlivspolitik
  • Disclaimer
Inderes’ ansvarsfraskrivelse kan findes her. Detaljeret information om hver aktie, der aktivt overvåges af Inderes og HC Andersen Capital, er tilgængelig på de virksomhedsspecifikke sider på Inderes' hjemmeside. © Inderes Oyj. All rights reserved.