Arla Plast AB ARPL

Stockholm | Industrials | Technical plastic sheet manufacturing
Follow Arla Plast free Follow free

Email when the signal or risk changes · Sunday weekly brief

No card · No time limit on free tier · Upgrade when you need more

Updated: 15 Sep 2026 Base analysis: 7 Apr 2026

The news check keeps the assessment current.

General analysis — not personal advice.

HOLD Partly clear

Maintain the current position but avoid adding until there are clearer signs of stabilising demand and raw-material conditions. Consider only selective buying on further weakness if you view earnings as cyclically depressed and the balance sheet remains strong.

The company remains profitable with low net debt but Q2 showed weaker volumes and negative cash flow, supporting the HOLD signal.

Market sentiment Negative ↓
Trend: Declining

Sentiment remains subdued following the Q2 report with focus on volume decline and uncertain demand.

Risk assessment Medium
Dilution: Low Net cash and positive operating cash flow
Jurisdiction: Low Operations mainly in Sweden/EU
Execution: Medium Integration and capacity project must deliver

HOLD is the call. Negative is the market mood. Medium risk means some things can go wrong.

Latest change
  • 15 Aug 2026 — Report showed lower revenue, reduced EBITDA and negative cash flow driven by weaker volumes.

The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.

Show all changes (4) — follow the company free
About the company

Arla Plast AB manufactures and sells extruded technical plastic sheets (e.g., PC, ABS, PETG/PMMA) for industrial, construction and automotive-related applications. The company is profitable, holds net cash, and growth is mainly driven by acquisitions and a product-mix shift toward higher-optical products.

Sector: Technical plastic sheet manufacturing
Type: Industrial
Next report (Q3)
6 Nov 2026
Catalysts
●
6 Nov 2026
Q3 report High
○
Q4 2026
New equipment East Europe Medium
Bull case

Net cash position and defended gross margin provide support to valuation despite cyclical weakness.

Bear case

Negative cash flow and hesitant demand risk further pressuring results.

Why this signal

The company remains profitable with low net debt but Q2 showed weaker volumes and negative cash flow, supporting the HOLD signal.

Recent news
  • No new regulatory press releases have been published. Board member Ulf Hedlundh purchased 1 880 shares in August for approximately SEK 72 300. The share price has traded between SEK 37.80 and 41.00 with low volume.

Key figures

Revenue
H1 2026
SEK 692M
EBITDA
Q2 2026
SEK 42.0M
Net income
H1 2026
SEK 36.4M
Cash
FY 2025
SEK 41.7M
Total debt
End H1 2026
SEK 21.5M
Gross margin
Q2 2026
22.9%
Exchange
Stockholm
Type
Industrials
Sector
Technical plastic sheet manufacturing
Arla Plast AB ARPL
Arla Plast — this picture changes. Follow free
Follow Arla Plast free Follow free
Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.