Analyst Group

Equity Research Report on Nosa Plugs - Gearing up for a Stronger Winter Season

Källa: MFN
Positiv

Sammanfattning

Analysfirman Analyst Group ser potential till återvärdering i Nosa Plugs. Bolaget förväntas fortsätta sin starka tillväxt och nå positivt EBITDA under 2026, drivet av organisk tillväxt, skalfördelar och förvärvet av Nozoil. En sum-of-the-parts-värdering indikerar ett potentiellt nuvärde per aktie om 1,24 SEK.

Analys

Analyst Group identifierar en positiv potential i Nosa Plugs baserat på bolagets historiska och förväntade starka tillväxt samt en positiv EBITDA-utveckling framöver. Förvärvet av Nozoil och ett utvecklingsprojekt inom Drug Delivery lyfts fram som drivkrafter. Värderingen baseras på en sum-of-the-parts-metod, vilket ger ett potentiellt nuvärde per aktie. Det är dock viktigt att notera att detta är en analys från en extern part som sannolikt har erhållit ersättning.

Nyckeltal

Historisk CAGR (2019-2025)
38%
Potentiellt nuvärde per aktie (Base scenario)
1,24 SEK (1,27 SEK)

Insikter

  • • Sum-of-the-parts-värdering indikerar potentiellt nuvärde.
  • • Utvecklingsprojekt inom Drug Delivery nämns som en framtida möjlighet.
  • • Analysen är publicerad av en extern part som kan ha intresse av att positivt bedöma bolaget.
Påverkan · Positiv · 5/10
Materiell påverkan
NegativNeutralPositiv
−100+10

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 1.24 (SEK 1.27) 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 1.24 (SEK 1.27) is derived in a Base scenario.

Read the equity research report here (ENG & SV)

About Analyst Group: One of the Nordics’ fastest-growing equity research boutiques with a focus on small and medium-sized listed companies.Read more about Analyst Group (Swedish)

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.