Aktuellt
SENASTE
Nelly posted Q2 EBIT of SEK 30.5m, ahead of our SEK 20.5m forecasts and up from SEK 7.7m in Q2 last year. Bolstered by a higher share of PL sales and lower return rates (lowest on record so far), gross margin was 54.7%; this equals a 5.7pp y/y increase from 49% and 3.7pp ahead of our 51% estimate. Also OCF was particularly strong at SEK 98m (SEBE: SEK 24m). Deviations correspond to 14% of our 2024E EBIT. Our mid-point equity value estimate of SEK 35 is under review.
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