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Swedencare AB: Buy Rating Reaffirmed Amid Strategic Reorganization and Future Growth Prospects

In a report released today, Adela Dashian from Jefferies maintained a Buy rating on Swedencare AB (7XYResearch Report), with a price target of SEK64.00.

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Adela Dashian has given her Buy rating due to a combination of factors related to Swedencare AB’s performance and strategic outlook. Despite the company’s recent quarterly results falling short of expectations, with a 5% year-over-year increase in net revenue and a 9% increase in operational EBITDA that both missed consensus estimates, there are positive indicators for future growth.
Swedencare anticipates a recovery in its largest unit, NaturVet, which is expected to return to growth in 2025 following reorganization efforts. The company plans to achieve double-digit growth at the group level in the coming years, which is expected to improve profitability. Additionally, Swedencare is well-prepared for various global trade scenarios and is optimistic about its position in the M&A market, with plans for at least one acquisition this year. The reduction in its net debt/EBITDA ratio also supports a more robust financial position, contributing to the positive outlook reflected in the Buy rating.

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