Overview
Sweden-based installation firm's Q4 revenue rose 4.4%, beating analyst expectations
Q4 EBIT rose to SEK 240 mln, exceeding analyst estimates
Company made an acquisition contributing SEK 55 mln in annual sales
Outlook
Instalco enters 2026 with cautious confidence, focusing on strengthening capabilities
Company expects step two of Fabri ownership model to be relevant in H2 2026
Instalco focuses on margin improvement as its single most important priority
Result Drivers
OPERATIONAL IMPROVEMENTS - CEO Per Sjöstrand attributed Q4 performance to operational improvements and the Instalco 2.0 program, enhancing capabilities and accountability
DECENTRALISED MODEL - Instalco's decentralised model enabled swift decision-making and implementation of improvement initiatives, per CEO
GERMAN ACQUISITIONS - Acquisition of two companies in Germany strengthened market position, enhancing platform's industrial logic
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
SEK 3.77 bln
SEK 3.52 bln (4 Analysts)
Q4 Adjusted EPS
SEK 0.47
Q4 EBIT
Beat
SEK 240 mln
SEK 195.25 mln (4 Analysts)
Q4 Adjusted Free Cash Flow
SEK 451 mln
Q4 EBITA
SEK 272 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction & engineering peer group is "buy"
Wall Street's median 12-month price target for Instalco AB is SEK40.00, about 57.9% above its February 11 closing price of SEK25.34
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nMFN5B7v7c
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(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.)