OEM International OEM B
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The news check keeps the assessment current.
General analysis — not personal advice.
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.
Record order intake, organic growth and raised EBITA margin in Q3 support the add signal despite demanding valuation.
Sentiment remains positive after the record result, with focus on organic growth and margin expansion, although the valuation is viewed as demanding.
BUY is the call. Positive is the market mood. Low risk means less can go wrong.
Latest change
- 2 Aug 2026 — 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.
Bull case
Record order intake and margin expansion continue to support earnings growth.
Bear case
High valuation leaves little margin for disappointment if demand weakens.
Why this signal
Record order intake, organic growth and raised EBITA margin in Q3 support the add signal despite demanding valuation.
Recent news
Extraordinary general meeting on 23 October approved a share buyback mandate of up to 10 % of shares. Patrik Andersson was elected new chairman. Nordea raised its target price to 230 SEK, SEB to 205 SEK and DNB to 210 SEK, all with Buy ratings. Handelsbanken lowered to Hold. Acquisition of UK-based ABSSAC Ltd completed with GBP 2.5 m in revenue.