Analyst Group

Equity Research Report on Nosa Plugs - A Scent of Growth Across Europe

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Positiv

Sammanfattning

Analytiker lyfter fram potential för omvärdering i Nosa Plugs, med en prognostiserad aktiepresentvärde på 1,27 SEK (1,27 SEK) i ett basfall. Bolaget förväntas fortsätta sin starka tillväxt och nå positivt EBITDA under 2026, drivet av organisk tillväxt, skalfördelar och förvärvet av Nozoil.

Analys

Analyst Group identifierar en potential för omvärdering i Nosa Plugs, baserat på en sum-of-the-parts-värdering. Bolaget har visat stark historisk tillväxt (38% CAGR 2019-2025) och förväntas fortsätta växa organiskt. Förvärvet av Nozoil och ett utvecklingsprojekt inom Drug Delivery bidrar till framtidsutsikterna. En positiv EBITDA förväntas under 2026, vilket indikerar en förbättrad lönsamhet.

Nyckeltal

Prognostiserat aktiepresentvärde (Base scenario)
1,27 (1,32) SEK
Historisk tillväxt (CAGR 2019-2025)
38%

Insikter

  • • Sum-of-the-parts-värdering indikerar potential för omvärdering.
  • • Förvärvet av Nozoil och Drug Delivery-projektet är viktiga framtidshjälpmedel.
  • • Analytiker har mottagit ersättning för analysen.

Nosa Plugs AB (”Nosa Plugs” or the ”Company”) is a medical technology company that has developed intranasal breathing products for applications such as odor protection and olfactory training, achieving strong historical growth with a 38% CAGR between 2019-2025. With an estimated continued high growth rate, a positive EBITDA result during year 2026, driven by organic growth, economies of scale, and the acquisition of Nozoil, as well as a high-potential development project in Drug Delivery, Analyst Group identifies revaluation potential in Nosa Plugs. Based on a sum-of-the-parts valuation, a combined potential present value per share of SEK 1.27 (SEK 1.32) is derived in a Base scenario.

Nosa Plugs AB (”Nosa Plugs” or the ”Company”) is a medical technology company that has developed intranasal breathing products for applications such as odor protection and olfactory training, achieving strong historical growth with a 38% CAGR between 2019-2025. With an estimated continued high growth rate, a positive EBITDA result during year 2026, driven by organic growth, economies of scale, and the acquisition of Nozoil, as well as a high-potential development project in Drug Delivery, Analyst Group identifies revaluation potential in Nosa Plugs. Based on a sum-of-the-parts valuation, a combined potential present value per share of SEK 1.27 (SEK 1.32) is derived in a Base scenario.

Read the equity research report here

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This is a press release from Analyst Group regarding the publication of an analysis on Nosa Plugs. Readers may assume that Analyst Group has received compensation for making the commentary. The Company has not been given an opportunity to influence the parts where Analyst Group has had opinions about the Company, future valuation or anything else that could be considered a subjective assessment.