Sweden's Enea Q4 net sales fall on currency impact

Enea AB

30/01/2026 06:29

Overview

Swedish telecom software firm's Q4 net sales fell 5.1% due to currency impact

Adjusted EBITDA margin improved to 39.8%, driven by favorable business mix

Company launched 2026-2028 strategy, focusing on market acceleration and expansion

Outlook

Enea targets average annual growth above 10% during 2026-2028 strategy period

Company expects adjusted EBITDA margin over 35% by end of 2028

Enea anticipates single-digit growth with adjusted EBITDA over 30% in 2026

Result Drivers

CURRENCY IMPACT - Stronger SEK against USD affected reported results, though constant currency showed slight growth

GOVERNMENT SECTOR WINS - Strategic wins in government sector strengthened market position

BUSINESS MIX - License sales increase contributed to favorable business mix and profitability

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
SEK 2.21
Q4 Net Income
SEK 42.50 mln
Q4 Adjusted EBITDA
Meet
SEK 95 mln
SEK 95 mln (1 Analyst)

Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Enea AB is SEK87.50, about 22.2% above its January 29 closing price of SEK71.60

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nMFN1ZCCCQ

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)