Infrea är en industrgrupp som utvecklar, bygger och förvaltar infrastrukturprojekt såsom väg- och marksystem, VA-lösningar samt anläggningsarbeten för samhällsbyggnad. Bolaget riktar sig till kommuner, byggaktörer och offentliga beställare och har verksamhet på marknader i Sverige och internationellt via samarbeten. Infrea grundades 2012 och har huvudkontor i Stockholm.
* We expect Civil Engineering spending to rise * Taking advantages from being part of a group * 7-4x EBITA '26e-'28e, 17-13% FCF yields Civil engineering on the rise On Thursday we hosted Infrea's CEO, Martin Reinholdsson, at ABGSC's Investor Days. Mr...
* Normalisation in a small quarter * Better cash flow, low net debt and buybacks * M&A on the way and infrastructure spending to rise Sales and earnings miss driven by normalisation Infrea sold its Water & Sewage segment during Q4'25, and we have included...
* Sales -15%, adj. EBITA -15% vs. ABGSCe, -15% org. growth * '26e-'28e adj. EBITA estimates likely down 5-10% * Share to focus on cash flow and market activity Q1 details Infrea delivered a slightly soft report in a small quarter. Organic sales was -...
* Entering 2026e in better shape * Early signs of an improving market * 7-5x EV/EBITA '26e-'28e, 16-10% FCF yields In better shape Infrea is entering 2026e with a clearer business model and in better internal shape. The Water & Sewage segment has been...
* Solid earnings momentum in Paving services * Divestment brings net cash position and dividend * M&A and more internal improvements to come First quarter with Water & Segment out of the numbers In Q4'25, Infrea sold its Water & Sewage segment. We included...
* Sales 0%, adj. EBITA 0% vs. ABGSCe, 2.5% org. growth * '26e-'27e adj. EBITA estimates likely flat * Share to focus on DPS and solid improvements Q4 details Infrea delivered a solid report with organic sales +2.5% y-o-y, and a high margin driven by ...