contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Bufab operates in the manufacturing industry and focuses on the distribution of fasteners and components for various industries. The company's products are aimed at companies in sectors such as the automotive industry, energy and medical technology. The business is global with a main presence in Europe, North America and Asia. Bufab was founded in 1977 and is headquartered in Värnamo.

Flos is likely Bufab’s Dutch subsidiary, so I assume the customer is ASML. Based on that, one can consider the volume generated by this customer.

bufabgroup.com              Bufab%20Q4%202025%20EN%20FINAL%20sign.pdf    1429.43 KB                            Fourth quarter of 2025  • Net sales increased by 3.7 percent to SEK 1,931 million (1,863). Organic growth  was 0.3 percent, and order intake was slightly higher than net sales.  • Adjusted operating profit (EBITA) amounted to SEK 252 million (201),  corresponding to an operating margin of 13.1 percent (10.8).  • Operating profit (EBITA) totalled SEK 233 million (179), with an operating  margin of 12.1 percent (9.6).  • Earnings per share were SEK 0.79 (0.59).  • Cash flow from operating activities amounted to SEK 224 million (125),  corresponding to a cash conversion of 93 percent (64).  • Net debt/EBITDA, adjusted, was 2.6 (2.8).  • Acquisition of novia Group with annual sales of approximately EUR 50 million Growth has been somewhat lackluster for a while now, but considering this, they have managed to improve profitability incredibly well. They are extracting more and more value from acquisitions, and the overall performance will likely improve once organic growth picks up. Major customer project with a world-leading supplier to the  semiconductor industry  Despite a challenging business climate, we have secured many new and  interesting customer project during the year. I am particularly proud of a new  contract with a world-leading manufacturer of semiconductor equipment,  which will generate large volumes in 2026/2027. It is our subsidiaries Bumax  and Flos that deliver 366 unique items and tailor-made logistics solutions,  resulting in shorter lead times, cost savings and sustainability benefits for the  customer. I wonder what kind of volumes we are talking about?

Reviving the boring thread of a boring company again! Here’s the Q3 report. For the first time in two years, we saw a small organic growth (1.4%). Demand was good in energy, agri, medtech, defense, and machine manufacturing sectors. Weakness is still visible among construction and automotive industry customers.                   Inderes              Interim report January-September 2025 - Inderes    Strong quarter and important acquisition of novia GroupThird quarter of 2025Net sales increased by 2.0 percent to SEK 1,917 million (1,880). Organic growth was 1.4 percent, and order intake ...                             And a month ago, Bufab announced a new acquisition. This time, Novia Group was found in Germany. Novia brings additional sourcing expertise to the group. Novia’s revenue last year was 50 million euros.                   Inderes              Bufab acquires novia Group – a German expert provider of global sourcing...    Bufab has entered into an agreement to acquire novia Group, a German expert provider of global sourcing solutions with annual net sales of approximately EUR 50 million in 2024novia Goup provides...                             And as a final highlight: a small manufacturing unit in the United States was divested in the summer. I’m not entirely sure, but this might have been the last divestment target that the company wanted to get rid of according to the strategy announced in 2023. Now Bufab’s business would consist solely of sourcing, importing, and distributing C-parts (as well as complementary niche companies).                   Inderes              Bufab divests a small manufacturing unit in the USA - Inderes    Bufab has entered into an agreement to divest a small manufacturing unit within Component Solutions Group in the USA through an asset transfer. The divestment is a result of the strategic review...                             Bufab’s stock has quietly climbed to ATH (All-Time High) levels this year. I’ve owned this for almost five years now and I’m happy to stay on board. I like these kinds of companies that operate in a dull, grey industry while disciplinedly executing their strategy.

Let’s revive the thread after a long time. Last week, Bufab’s financial statement was published:                   Inderes              Bufab: Year-end report 2024 - Inderes    Successful implementation of the strategy and acquisition of VITAL in ItalyFourth quarter of 2024Net sales declined by -4.1 percent to SEK 1,863 million (1,943). Organic growth was -1.5 percent...                             And at the end of last year, the company acquired a C-parts distributor from Italy, whose turnover is approximately 50 million euros:                   Inderes              Bufab acquires VITAL – a leading Italian C-parts distributor - Inderes    Bufab has acquired VITAL S.p.A., a leading Italian distributor of C-parts with net sales of EUR 48 million in 2023.VITAL S.p.A. is a C-parts distributor headquartered in Milan, Italy, with two...                             As per the thread title, Bufab is performing steadily, although low global industrial activity has negatively impacted order intake and turnover. The positive aspect is that the company has managed to increase its gross margin and decrease its ND/EBITDA level in recent years. The Vital acquisition, however, slightly increased the level.

Nordnet              Nordnet    Tee säästämisestä osakkeisiin & rahastoihin hauskempaa. Sijoittaminen osakkeisiin, rahastoihin ja ETF:iin ilman tarpeettomia kuluja. Tervetuloa Suomen tyytyväisimpien sijoittajien joukkoon! Avaa tili jo tänään!                             A few quarters have passed now. The company’s business has suffered from general market weakness, but word is that a turn for the better is visible. The market has been surprisingly patient, as an ATH (all-time high) was likely just reached. On an earnings basis, we are somewhere well north of 30. The company’s performance has been strong in itself. GM (gross margin) continues to improve, which provides good leverage for the bottom line as long as volumes grow. A couple of production facilities were also just put up for sale, so it’s becoming even more of a pure trading company. I don’t recall offhand if all of them went or if some are still left. So, here is a link to the latest interim report. Nordnet displays that link a bit strangely.

In principle, that is a very logical direction. The company has had its own production, and more has been added through acquisitions. They have been able to maintain production at good capacity utilization rates by regulating the volume of outsourced procurement and focusing on higher value-added products. As the business has grown, goods can be purchased more cheaply and on better terms, which already became clear in the aftermath of the pandemic. One might wonder if in-house production is still as necessary and cost-effective as the business gradually scales.

Bufab’s latest CMD, held in December, hadn’t been linked here yet. The new financial targets are for 2026. They are considering selling their manufacturing companies to focus on wholesale operations. I’ve been a shareholder for a few years myself. I’m somehow interested in this extremely boring industry and its consolidation opportunities. Financial targets: Raised profitability target In March 2021, Bufab presented new financial targets relating to profitable growth, profitability, dividend and financial stability for the period until 2025, where the financial target relating to profitability was set to be achieved by 2023 at the latest. In light of Bufab’s positive EBITA margin development during 2021-2023, the growth opportunities and the updated strategy, the Board of Directors has decided to adopt a raised financial target relating to profitability in accordance with the below: Profitability  Achieve an annual operating profit (EBITA) margin of 14 percent by 2026 at the latest (previously 12 percent by 2023 at the latest). The other financial targets and dividend policy remain unchanged in accordance with the below and shall apply until further notice. Profitable growth  Average annual increase of net sales by 10 percent and of earnings per share by 15 percent, through both organic growth and acquisition. Financial stability  Net debt in relation to operating profit before depreciation and amortization (ND/EBITDA) shall normally be in the range of 2-3x. Dividend Policy  Dividend of 30-60 percent of annual net profit. And here is the CMD presentation itself:               Press release:                   bufabgroup.com              The Bufab newsroom    Welcome to the Bufab newsroom. Here you can view Bufab press photos and read our latest press releases.

Bufab

Bufabs årsredovisning för 2025 finns från och med idag tillgänglig på koncernens hemsida www.bufabgroup.com.Rapporten presenterar bolagets resultat och hållbarhetsarbete under året samt implementingen...

<div class="mfn-body"><p><strong>Bufabs årsredovisning för 2025 finns från och med idag tillgänglig på koncernens hemsida </strong><strong><a href="http://www.bufabgroup.com" rel="noopener">www.bufabgroup.com</a></strong><strong>.</strong></p><p>Rapporten presenterar bolagets resultat och hållbarhetsarbete under året samt&nbsp;implementingen av vår strategi med fokus på att skapa än mer värde för existerande och nya kunder i deras allt mer komplexa värdekedjor. För första gången sker rapporteringen i enlighet med de europeiska standarderna för hållbarhetsrapportering (ESRS).</p><p>“2025 var ytterligare ett framgångsrikt år för Bufab. Vi fortsatte under året att leverera på vår strategi där värdeskapande mot kund står i fokus, vilket gav goda resultat. Sammantaget resulterade detta i en rekordhög bruttomarginal och rörelseresultat, ” säger Erik Lundén, VD och koncernchef.</p></div><div class="mfn-footer mfn-regulatory mfn-regulatory-vpml"><p><em>Denna information är sådan information som Bufab är skyldigt att offentliggöra enligt lagen om värdepappersmarknaden. Informationen lämnades, genom ovanstående kontaktpersoners försorg, för offentliggörande den 2026-03-26 09:30 CET.</em></p></div><div class="mfn-footer mfn-contacts mfn-2d219cfceb59"><p><strong class="mfn-heading-1">För mer information, vänligen kontakta:</strong><br><strong>Marcus Söderberg</strong><br>CFO<br>+46 370 69 69 00<br><a href="https://www.globenewswire.com/Tracker?data=rwKsGPS7Bxt7W_5KnaubVbNFYMtDXMB-kKVZV1et75vTwaXIpLI6EXLUQq8nU7oHx-3dGR4Ap9P_VSxRgXSIrUqRx88pro1OfzfF_TSdZtM=" rel="noopener">marcus.soderberg@bufab.com</a></p></div><div class="mfn-footer mfn-about mfn-2c34f1e18ed9"><p><strong class="mfn-heading-1">Om Bufab</strong><br>Bufab, är ett handelsföretag som erbjuder sina kunder en helhetslösning som Supply Chain Partner för inköp, kvalitetssäkring, hållbarhet och logistik av C-Parts. Bufab startades 1977 i Småland och är en internationell koncern som idag består av mer än 60 bolag. Koncernen har 1&nbsp;900 anställda i 31 länder och årsomsättningen uppgick 2025 till 8,1 miljarder SEK. Aktien är noterad på Nasdaq Stockholm sedan 2014. För mer information se <a href="http://www.bufabgroup.com/" rel="noopener">www.bufabgroup.com</a>.</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Bifogade filer</strong><br><a class="mfn-primary" href="https://storage.mfn.se/b9a43d8b-8302-4181-bad1-a7ef473cf774/bufab-arsredovisning-2025.pdf" rel="noopener">Bufab årsredovisning 2025</a><br><a href="https://storage.mfn.se/4552779f-8cef-436e-8699-a65ba25e79b6/bufa-2025-12-31-1-sv_preview.xhtml" rel="noopener">bufa-2025-12-31-1-sv_preview</a></p></div>