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On Friday, Sdiptech announced its largest acquisition ever and the divestment of two units within its Property Technical Services segment. By divesting half of Property Technical Services, we believe management can increase its focus on developing the two remaining segments. Meanwhile, the acquisition of Rolec Services in the UK is Sdiptech's largest ever. Rolec is a designer and manufacturer of electrical charging equipment used in marinas, caravan sites, and in EV charging. We believe the latter contributes to a good organic growth profile for the company. Rolec had sales of GBP 26m and a ~30% EBIT margin in 2020, hence this should be a meaningful uplift for Sdiptech's long-term organic growth prospects and group margin. Due to these developments, we raise our fair value range to SEK 270-335 (230-290).
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