Added to YB: 2026-07-22
Pitch date: 2026-07-20
EMBRAC-B.ST [neutral]
Embracer Group AB (publ)
+3.09%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
Embracer Group AB (publ), together with its subsidiaries, develops and publishes PC, console, mobile, VR, and board games for the games market internationally.
Market Cap
SEK 14.7B
Pitch Price
SEK 66.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.36
P/E
-2.03
EV/Sales
0.72
Sector
Entertainment
Category
special_situation
Monday Delight: 20/07/2026 - Embracer Group AB
EMBRAC-B.ST (quick overview): Swedish gaming/media holdco post debt-fueled M&A restructuring. Mkt cap SEK14B, EV SEK10.8B, 21.1x EV/FCF. Splitting into IP-led Fellowship Ent (LOTR, Tomb Raider) 2027 Nasdaq listing + leaner Embracer. FY27 Cash EBIT guide SEK1B (2x YoY), SEK750M buyback. Cyclical trough setup; execution/pipeline risks.
Read full article (2 min)