Redeye updates its estimates and valuation after OEM's Q3 2026 report. Organic growth accelerated to 14% and sales were 5% above our estimate, while EBITA was 4% below on a flat margin. Order intake rose 40% and OEM has completed seven acquisitions in 2026. Amortisation from the new deals lowers our EBIT estimates, but our fair value is SEK167.
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