Added to YB: 2026-07-16
Pitch date: 2026-07-14
LIFCO-B.ST [neutral]
Lifco AB (publ)
-1.68%
current return
Author Info
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Company Info
Lifco AB (publ) engages in the dental, demolition and tools, and systems solutions businesses in Sweden, Norway, Finland, Germany, rest of Europe, the United Kingdom, Asia, Australia, Italy, North America, and internationally.
Market Cap
SEK 151.3B
Pitch Price
SEK 333.40
Price Target
N/A
Dividend
0.82%
EV/EBITDA
21.84
P/E
39.30
EV/Sales
5.53
Sector
Industrial Conglomerates
Category
value
Q2 & 1H 2026 - Lifco
LIFCO-B.ST (holding update): Q2 organic rev +4.7%, organic EBITA growth ~8.5-9.5% (vs -6% easy comp); EBITA margin 22.4% (down from 23.2%). 1H M&A 928M SEK at 9.1x EV/EBITA; leverage 1.2x. Projected CAGR only ~7.3%, below hurdle. At 28x EV/NOPAT FY27, expensive vs Diploma/HEICO. Poor risk/reward now.
Read full article (7 min)