Sweden's KlaraBo Q4 revenue up 15.8% on rent increases

Klarabo Sverige AB

13/02/2026 07:08

Overview

Swedish property manager's Q4 revenue rose 15.8% yr/yr

Net operating income increased 8.8%, driven by acquisitions and rent increases

Company announced a SEK 2.1 bln swap deal with Sveafastigheter

Outlook

Company aims to intensify geographic concentration to enhance operational efficiency

KlaraBo sees improved access to loan capital, strengthening financial partners' confidence

Company expects stable cash flow over time due to strengthened risk profile

Result Drivers

RENT INCREASES AND ACQUISITIONS - Revenue growth of 15.8% in Q4 was mainly due to rent increases and completed acquisitions

ACQUISITIONS DRIVE OPERATING INCOME - Net operating income rose 8.8%, driven by acquisitions and the net result of rent and cost increases

LOWER PROPERTY VALUE CHANGES - Profit decreased due to lower changes in the value of investment properties

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
SEK 182.40 mln
SEK 183.40 mln (2 Analysts)
Q4 Net Income
SEK 42.70 mln
Q4 Operating Income
SEK 95.70 mln
Q4 Profit From Property Management
SEK 31.50 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the real estate rental, development & operations peer group is "buy"

Wall Street's median 12-month price target for KlaraBo Sverige AB is SEK19.00, about 28.4% above its February 12 closing price of SEK14.80

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nMFN3XWhtW

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.)