Bravida Holding AB

In the third quarter Bravida recorded a 72% increase in order intake to 10.3 billion SEK and sat on a record order book of 24.2 billion SEK at the end of September. The driver was strong demand for data center infrastructure in Scandinavia, where Bravida has extensive know-how. Numerous analysts raised price targets and ratings after the quarterly report, and the share in Stockholm climbed to a new all-time high of 155.30 SEK. Valuation remains moderate with an expected P/E of around 17 for the coming year and, according to the report, still offers further upside potential. » More on deraktionaer.de

Bravida reports Q3 revenue up 9% to SEK 7.03 billion and EBITA up 34% to SEK 460 million, lifting the margin to 6.5%. Net profit rose nearly 43% to SEK 347 million (SEK 1.70 per share). Order intake grew 72% to SEK 10.3 billion, and the order book reached a record SEK 24.2 billion, driven by large contracts for AI data centers in Northern Europe. Management stresses a strong market position in major infrastructure projects in Norway, Sweden, Denmark and Finland. » More on deraktionaer.de

Bravida’s shares climb to a record high, driven by a positive report from DNB Carnegie analysts who raise the price target from 152 to 170 SEK and recommend buying. After extended data center experience (including a Facebook project in Luleå), DNB Carnegie no longer views Bravida solely as cyclical but as a structural growth player. Analysts estimate that about 4 GW of data center capacity will be added in the Nordic countries by 2030 and that Bravida could capture roughly 25% of the market for adjacent installation services, meaning that market could account for 20–30% of group EBITA. » More on deraktionaer.de