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SENASTE
In Q4, ESL Shipping reported net sales and EBIT above consensus (LSEG), while Telko and Leipurin segments came in below. The dividend proposal of EUR 0.47 was in line with consensus expectations. Full-year clean EBIT is guided to over EUR 30m, which could lead market consensus of EUR 31.8m to be upgraded by a few percentage points. Our new EBIT forecast for 2024 is 9% above consensus. Our long-term estimates still point to a fair value range of EUR 7.3-8.9 per share, based on an equal weighting of our DCF, P/E and SOTP valuations. A clear improvement in relative profitability could still take time, and so we do not expect the long-term EBIT margin target of 8% to be upgraded at the company's next CMD on 14 May. Marketing material commissioned by Aspo.
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