Ahead of Q2, we lift EPS by 3-8% for 2026E-28E as we incorporate the recent EGO acquisition into our estimates. We view the deal positively. Besides the strong financials, it also sends a clear signal that Actic has closed the book on its defensive ‘fixing issues’ era and is now hungry for expansive growth. For the upcoming 12-24 months we see more interesting growth opportunities. Raised fair value range to SEK 35-42 (33-39).
LÄS MER
