Nolato AB (0OA9) AI Stock Analysis

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Nolato AB

(LSE:0OA9)

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Positive Factors

Medical platform expansionThe acquisitions expand Nolato’s medical capabilities, geographic reach, and ability to deliver complete products rather than individual components. This can deepen customer relationships, support higher-value development work, and create a stronger platform for recurring medical manufacturing growth over the next several quarters.

Negative Factors

Medical margin pressureOngoing ramp-up costs reduce the earnings contribution from Nolato’s fastest-growing business and show that revenue growth is not yet converting fully into profit. Since larger projects are expected to ramp for several more quarters, margin recovery may remain gradual and execution dependent.

Nolato AB (0OA9) vs. iShares MSCI United Kingdom ETF (EWC)

Market Cap: SEK 1.33B
Dividend Yield: 2.61%
Average Volume (3M): 19.82K
Price to Earnings (P/E): 21.1
Beta (1Y): 0.78
Revenue Growth: 0.11%
EPS Growth: -14.70%
Country: UK
Employees: 5,692
Sector: Healthcare
Sector Strength: 51
Industry: Industrial - Specialties

Nolato AB Business Overview & Revenue Model

Company Description

Nolato AB (publ) is a Swedish enterprise that specializes in the creation, manufacturing, and commercialization of polymer-based products, utilizing plastics, silicones, and thermoplastic elastomers. Its extensive portfolio serves a diverse array of...

Nolato AB Earnings Call Summary

Earnings Call Date:Oct 29, 2026(Q3-2026)|% Change Since:-7.05%|Next Earnings Date:Feb 08, 2027

Earnings Call SentimentPositive

The call was broadly positive, with 15 highlights versus 11 lowlights. Nolato reported group sales growth, strong Medical Solutions and Materials performance, strategic acquisitions, improved operating cash flow, and a strong financial position. These positives were moderated by lower group and business-area margins, continued medical ramp-up costs, automotive weakness expected to persist in Q4, lower Hygiene volumes, and elevated intragroup costs.

Positive Updates

Group Sales Growth

Third-quarter sales rose 7% to SEK 2.5 billion from SEK 2.342 billion last year. Excluding currency effects and the two acquisitions, growth was 3%.

Negative Updates

Lower Operating Profit and Group Margin

Operating profit was SEK 254 million compared with SEK 281 million last year. On an adjusted basis, operating profit was SEK 262 million compared with SEK 274 million last year, while the adjusted group margin was 10.5% compared with 11.7% last year.

Company Guidance

For full year 2026, CapEx is expected to be SEK 600 million to SEK 650 million; the effective tax rate is normalized to around 23%; no headwind is expected in Q4 from raw material pricing if the present situation is remaining; the ramp-up of larger projects is expected to continue going forward some quarters, but is expected to be getting better and better; the automotive headwind will remain in the fourth quarter, while how it looks further on remains uncertain; and the ongoing rate for costs outside the business areas is expected to be somewhere in between the SEK 9 million and the SEK 15 million per quarter.

Nolato AB Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

GB:0OA9 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SE:LIFCO.B	75Outperform	SEK 131.90B	33.53	19.26%	0.93%	7.11%	10.47%
SE:ALIF.B	74Outperform	SEK 22.21B	34.62	11.32%	0.82%	1.62%	63.45%
SE:ARJO.B	69Neutral	SEK 9.96B	27.49	4.65%	2.60%	-0.50%	-17.58%
SE:XVIVO	64Neutral	SEK 6.49B	50.37	5.89%	―	17.83%	330.94%
SE:BERG.B	61Neutral	SEK 6.92B	26.28	13.53%	1.61%	1.00%	―
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%

* Healthcare Sector Average

Performance Comparison

GB:0OA9 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
GB:0OA9	Nolato AB Class B	52.70	-4.40	-7.71%
SE:LIFCO.B	Lifco Ab	290.40	-54.51	-15.80%
SE:ALIF.B	AddLife AB Class B	182.10	3.65	2.05%
SE:ARJO.B	Arjo AB Class B	36.56	7.01	23.72%
SE:XVIVO	Xvivo Perfusion AB	206.00	42.50	25.99%
SE:BERG.B	Bergman & Beving AB Class B	261.00	-40.38	-13.40%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Nolato AB AI Stock Analysis