OEM International OEM B
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Full analysis: 6 Apr 2026
Latest news check: 2 Aug 2026
General analysis — not personal advice.
BUY
7/10
Confidence
Add gradually (e.g., +5–10%) on the back of Q1 strength, while keeping dry powder to add on pullbacks; monitor cash flow and working capital in Q2.
Strong order intake, organic growth and higher EBITA margin in Q2 support the add signal despite demanding valuation.
Market sentiment
8/10
↑
Trend: Improving
Sentiment remains positive after the record result, centred on organic growth and margin expansion, although the valuation is viewed as demanding.
Price context
The share is consolidating just below its 52-week high after strong 3-month momentum, indicating that much of the positive development is already priced in.
Risk assessment
3/10
Dilution:
Low
Strong cash generation and net cash reduce need
Jurisdiction:
Low
Mainly Sweden and stable European markets
Execution:
Low
Long track record of successful M&A integration
Cash flow:
24 mo
Recent changes
- The report shows strong order intake and margin expansion driven by higher demand and effective integration.
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Show all changes (5) — follow the company freeAbout the company
OEM International is a technical trading and distribution group selling industrial components and systems to manufacturing customers. It offers a very broad catalogue (tens of thousands of products) across multiple European markets. The company is profitable with a strong balance sheet, using acquisitions as a key growth lever.
Sector:
Industrial component distribution and automation
Type:
Industrial
Next report
15 Oct 2026
Q3
Catalysts
15 Oct 2026
Q3 2026 report
Medium
Horizon:
Bull case
Record order intake and margin expansion continue to support earnings growth.
Bear case
High valuation leaves little room for disappointment if demand weakens.
Signal rationale (informational)
Strong order intake, organic growth and higher EBITA margin in Q2 support the add signal despite demanding valuation.
Recent news
- The Q2 report on 13 July showed order intake of SEK 1 681 m (+23 %) and EBITA of SEK 241 m with a 15.4 % margin. Analysts have raised target prices to SEK 190–200 and reiterate buy, while the share trades around SEK 175.8 near its 52-week high.
Key figures
Revenue
Q2 2026
SEK 1.6B
EBITDA
Q2 2026
SEK 241M
Net income
Q2 2026
SEK 183M
Price & valuation
Last close
SEK 174
1 week
-0.7 %
3 months
+17.1 %
12 months
+31.2 %
From 52w high
-5.2 %
From 52w low
+48.0 %
Exchange
Stockholm
Type
Industrials
Sector
Industrial component distribution and automation
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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.