Addtech ADDT B
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The news check keeps the assessment current.
General analysis — not personal advice.
Hold; consider adding only on a clear pullback or if Q1 confirms continued margin strength and signs of improving organic growth.
Strong margin expansion and continued acquisition activity support the hold signal despite premium valuation.
Sentiment remains positive driven by margin strength and acquisition track record, with ongoing discussion around premium valuation.
HOLD is the call. Positive is the market mood. Low risk means less can go wrong.
Latest change
- 23 Oct 2026 — The report showed strong margin expansion and acquisition activity supporting the existing hold signal despite premium valuation.
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Show all changes (3) — follow the company freeAbout the company
Addtech is a value-added industrial distributor selling high-tech components and solutions to manufacturing and infrastructure customers through roughly 150 autonomous subsidiaries. Growth is driven by a mix of organic development and frequent acquisitions, with consistently strong margins.
Bull case
Continued margin expansion and successful acquisition integration can sustain earnings growth.
Bear case
High valuation leaves the share sensitive to any slowdown in organic growth or acquisition pace.
Why this signal
Strong margin expansion and continued acquisition activity support the hold signal despite premium valuation.
Recent news
Addtech published its Q2 report on 22 October with revenue of SEK 5,907m and EBITA of SEK 987m, beating expectations. Two UK acquisitions were completed in October. The share price fell around 6 % on the report day due to a one-off item and increased working-capital tie-up.