We retain our forecasts and Base Case of SEK354 ahead of Lime’s Q3 report on 20 October. The most notable new development is on AI, Lime Go Agentic, the company’s first fully AI-native product, marking the first tangible AI revenue for the group. We make only a minor adjustment to our model this quarter, a modest cost-mix shift that trims our 2026 EBITA estimate by around 0.3%, with 2027–2028 essentially unchanged. Overall, we see the risk/reward as attractive at a substantial discount to Base Case.
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