Storskogen STOR B
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The news check keeps the assessment current.
General analysis — not personal advice.
Hold. Consider adding only if Q2 shows clear margin/organic EBITA improvement or if the share price declines to levels offering a clearer margin of safety versus cash generation; otherwise stay on the sidelines.
Organic growth has returned and cash flow is improving, yet margins remained under pressure and execution risk stays high.
Sentiment has stabilised from neutral-negative to more neutral, supported by unchanged positive recommendations despite lowered target prices; continued focus remains on margin pressure and execution risk.
HOLD is the call. Neutral is the market mood. High risk means a lot can go wrong.
Latest change
- 24 Oct 2026 — The report beat expectations with positive organic growth returning for a second quarter, driven by improved cash flow and stabilized demand.
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Show all changes (3) — follow the company freeAbout the company
Storskogen is an acquisition-driven industrial group/investment company owning and developing SMEs across Services, Trade, and Industry. The company is profitable and cash-flow generative, but still carries relatively high net debt and weak organic profit growth. Management focus is on margins, deleveraging, and selectively restarting M&A.
Bull case
Low valuation and regained organic growth provide upside if margins stabilise in the second half.
Bear case
Continued margin pressure and complex governance of many subsidiaries keep uncertainty elevated.
Why this signal
Organic growth has returned and cash flow is improving, yet margins remained under pressure and execution risk stays high.
Recent news
Q3 report was published on 23 October with revenue of SEK 8.33 bn and adjusted EBITA of SEK 806 m beating expectations. Positive organic growth was recorded for the second consecutive quarter and the margin rose to 9.7 %. Capital markets day scheduled for 27 November.