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SENASTE
KebNi’s report for Q1 2022 showed revenues largely in line with our estimate (6.2 vs 6.9 MSEK), driven by the postponed deliveries to IAI, with final shipments in April. We continue to expect an acceleration in international activity in Satmission to drive a steep increase in sales in 2022, while we expect the mushrooming opportunities associated with existing and next generation NLAW to drive significant growth from H2 2023 and beyond, implying that we can expect first orders for series production in the coming six months. Until we get a clearer picture of the ramp-up, after the first volume order and KebNi’s revised financial targets, we expect the main impact from NLAW volume production to occur beyond our forecast horizon in 2024, meaning that we keep our topline forecast in 2022-2024 unchanged but now see support for a post-money fair value of SEK 1.2-1.8 (1.1-1.3) per share in 12-24 months.
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