Skolon is an IT company. The company is a supplier and distributor of cloud-based services, with the greatest emphasis on SaaS solutions. The software is used for digital education, and collects digital edtech tools and teaching materials. The platform is offered to educational organizations, primarily municipal and independent school authorities for use in primary and secondary schools, but also by universities and colleges. The largest operations are found in the Nordic region. Skolon was founded in 2014 and is headquartered in Karlshamn.
* Expect Q2 sales growth of 29%, driven by paying users * Positive gross margin trend is encouraging * '26e EV/Gross profit of ~5x, fair value range of SEK 25-40 Somewhat lower paying user intake While Q1 came in somewhat softer than we expected on the...
* We expect 35% organic growth in Q1e * Q1 mix likely to be somewhat favourable * FVR of SEK 30-45 reiterated Q1 expectations We expect a solid Q1, with sales of SEK 43m, corresponding to an organic growth rate of 35%. While sales are affected by timing...
* We expect nearly 40% organic growth... * ...and gross margin expansion in '26e * Reiterate fair value range of SEK 30-45 Higher platform usage drove growth The Q4'25 report was better than we had expected. Sales increased by ~75% y-o-y, mainly driven...
* We expect 50% organic growth in Q4e * Q4 mix is likely to be somewhat soft * FVR of SEK 30-45 reiterated Q4 expectations We expect Q4 sales of SEK 41m, which corresponds to an organic growth rate of 50%. Note that the high growth rate we expect is ...
* CEO Oliver Lundgren highlighted Skolon surpassing 1m paying users * Skolon has now reached 50% penetration in Sweden, 25% in Norway * Aims for 5m paying users in '30e by further penetration & expansion Overview of Skolon Yesterday, we hosted Skolon...