tiprankstipranks
BONESUPPORT HOLDING AB (SE:BONEX)
:BONEX
Want to see SE:BONEX full AI Analyst Report?

BONESUPPORT HOLDING AB (BONEX) AI Stock Analysis

12 Followers

Top Page

SE:BONEX

BONESUPPORT HOLDING AB

(BONEX)

Select Model
Select Model
Select Model
Outperform 72 (OpenAI - Gpt-5.6Sol)
Rating:72Outperform
Price Target:
kr248.00
▲(10.91% Upside)
Action:Reiterated
Date:07/17/26
The score is driven primarily by strong financial performance (high margins, strong recent cash generation, and minimal leverage) and a constructive earnings update with reiterated high-growth guidance and strong adjusted profitability. Offsetting these positives are weak technical positioning (price below all key moving averages) and a stretched valuation (high P/E with no dividend yield provided).
Positive Factors
Sustained Revenue Growth
Strong current growth and reiterated full-year guidance indicate expanding adoption of BONESUPPORT’s products. The momentum supports continued operating leverage and provides a durable foundation for scaling the commercial platform.
Negative Factors
Growth Deceleration and Historical Volatility
Although growth remains strong, deceleration raises the risk that prior expansion rates will not persist. Historical volatility in earnings and cash generation also means investors must verify that the recent profitability improvement is durable.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue Growth
Strong current growth and reiterated full-year guidance indicate expanding adoption of BONESUPPORT’s products. The momentum supports continued operating leverage and provides a durable foundation for scaling the commercial platform.
Read all positive factors

BONESUPPORT HOLDING AB (BONEX) vs. iShares MSCI Sweden ETF (EWD)

BONESUPPORT HOLDING AB Business Overview & Revenue Model

Company Description
Bonesupport Holding AB (publ) is an orthobiologics company that specializes in the development and commercialization of injectable bioceramic bone graft substitutes. These products are utilized for treating bone voids and are available internation...
How the Company Makes Money
BONESUPPORT makes money by selling its bone graft substitute products to healthcare providers (typically hospitals and surgical centers) for use in surgical procedures. Revenue is primarily generated from per-unit product sales (e.g., different ki...

BONESUPPORT HOLDING AB Earnings Call Summary

Earnings Call Date:Jul 16, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 22, 2026
Earnings Call Sentiment Positive
The call presented a predominantly positive operational and financial picture: strong revenue growth (30% FX-adjusted), high adjusted margins (29%), solid cash generation and pronounced U.S. launch momentum for CERAMENT G. Material positives include regulatory progress, proposed CMS reimbursement improvements, and healthy EUROW performance. Headwinds include a small set of U.S. accounts temporarily restricting usage (modestly dampening growth), higher commercial and incentive costs, minor gross margin impacts from write-downs and tariffs, and uncertainty around the timing of regulatory approvals and study publications. On balance the company's growth trajectory and scalable profitability outweigh the transitory challenges discussed.
Positive Updates
Strong Revenue Growth
Net sales reached SEK 356 million in Q2 2026, representing reported growth of 25% versus Q2 2025 and growth of 30% at constant exchange rates.
Negative Updates
Temporary Usage Restrictions in Key U.S. Accounts
A handful of large U.S. accounts implemented temporary restrictions ('pre-approvals' / go-stop-go), which slightly reduced CERAMENT G growth in the quarter; management described this as limited in number but impactful to reported growth.
Read all updates
Q2-2026 Updates
Negative
Strong Revenue Growth
Net sales reached SEK 356 million in Q2 2026, representing reported growth of 25% versus Q2 2025 and growth of 30% at constant exchange rates.
Read all positive updates
Company Guidance
Management reiterated FY2026 guidance of full‑year sales growth of 33–36% in constant exchange rates (H1 sales growth 31% CER), citing the Q2 run‑rate: net sales SEK 356m (reported +25% y/y; +30% CER), U.S. sales SEK 295m (U.S. contribution $140.2m, +$35.8m vs Q2 2025; U.S. growth ~31% CER), EUROW sales SEK 61m (+26% CER) and LTM antibiotic‑eluting CERAMENT growth of ~40% CER; they reported adjusted operating result SEK 104.1m (adjusted operating margin 29%; FX‑adjusted margin 28% vs 26% LY), reported operating result SEK 90m, operating cash flow SEK 67m (Q2 cash conversion 67%; average 79% since Q3 2024) and ending cash SEK 434m after an SEK 83m buyback, while noting gross margin 93.8% (impacted by SEK 2.7m inventory write‑down and SEK 1.5m tariffs) and one‑off long‑term incentive costs of SEK 14.5m; upside catalysts that could further support H2 include the CMS proposed ruling (decision late summer 2026, effective Oct 1, 2026), expected SOLARIO publication and potential CERAMENT V approval (FDA response due end‑August), though CERAMENT V sales are not included in the guidance.

BONESUPPORT HOLDING AB Financial Statement Overview

Summary
Strong overall fundamentals supported by very high gross margin (~92% TTM), solid operating profitability (~22% TTM), and a sharp improvement in cash generation (TTM FCF ~263M with FCF-to-net-income ~0.98). Balance sheet leverage is exceptionally low (TTM debt-to-equity ~0.02). Key offsets are decelerating revenue growth versus prior hyper-growth years and historical volatility in earnings/cash flow (notably 2021–2023).
Income Statement
86
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
84
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.29B1.17B898.73M591.08M328.82M212.88M
Gross Profit1.18B1.09B832.25M540.92M300.78M190.03M
EBITDA319.35M288.25M185.75M28.94M-54.34M-72.39M
Net Income213.91M142.15M133.75M245.02M-68.17M-85.53M
Balance Sheet
Total Assets1.12B1.04B879.69M688.82M371.82M343.92M
Cash, Cash Equivalents and Short-Term Investments434.31M377.99M227.00M167.35M201.28M206.46M
Total Debt10.13M11.68M14.59M17.48M17.45M21.42M
Total Liabilities169.72M168.88M152.23M143.64M102.89M78.22M
Stockholders Equity949.66M867.26M727.46M545.18M268.93M265.70M
Cash Flow
Free Cash Flow262.55M216.11M59.92M-24.32M-48.94M-86.84M
Operating Cash Flow266.86M221.30M65.76M-18.26M-46.98M-83.42M
Investing Cash Flow-5.66M-5.88M-6.26M-6.06M-3.28M-3.42M
Financing Cash Flow-140.74M-58.04M-4.81M-6.70M42.78M-61.56M

BONESUPPORT HOLDING AB Technical Analysis

Technical Analysis Sentiment
Positive
Last Price223.60
Price Trends
50DMA
218.08
Positive
100DMA
224.84
Negative
200DMA
208.17
Positive
Market Momentum
MACD
1.87
Negative
RSI
53.50
Neutral
STOCH
37.15
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:BONEX, the sentiment is Positive. The current price of 223.6 is above the 20-day moving average (MA) of 219.02, above the 50-day MA of 218.08, and above the 200-day MA of 208.17, indicating a bullish trend. The MACD of 1.87 indicates Negative momentum. The RSI at 53.50 is Neutral, neither overbought nor oversold. The STOCH value of 37.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:BONEX.

BONESUPPORT HOLDING AB Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
kr65.29B24.388.88%2.06%-3.56%79.60%
72
Outperform
kr14.73B69.0123.82%21.08%44.49%
52
Neutral
kr543.18M-64.58-2.84%-13.72%52.47%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
48
Neutral
kr221.34M-4.28-27.27%0.31%-26.18%
42
Neutral
kr464.63M-9.28-2.61%-0.28%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:BONEX
BONESUPPORT HOLDING AB
223.60
-63.40
-22.09%
SE:GETI.B
Getinge
240.60
39.34
19.55%
SE:BACTI.B
Bactiguard Holding AB
15.20
-12.80
-45.71%
SE:INTEG.B
Integrum AB Class B
8.21
-33.46
-80.30%
SE:PRO
Promimic AB
9.35
-7.50
-44.51%
SE:OSSD
OssDsign AB
3.96
-12.58
-76.09%

BONESUPPORT HOLDING AB Corporate Events

CMS Grants Higher U.S. Reimbursement for BONESUPPORT’s CERAMENT G
Aug 3, 2026
BONESUPPORT has secured a favorable decision from the U.S. Centers for Medicare Medicaid Services, which confirmed a DRG reassignment that will place CERAMENT G cases in the highest reimbursing diagnosis-related groups within their clinical categ...
Bonesupport lifts earnings on strong Q2 sales as Medicare proposal boosts outlook
Jul 16, 2026
Bonesupport reported strong second-quarter performance, with net sales rising 25% to SEK 355.7 million and growth at constant exchange rates reaching 30%, driven by balanced expansion in both the U.S. and Europe Rest of World segments. Profitabil...
BONESUPPORT schedules Q2 2026 results webcast and call
Jul 9, 2026
BONESUPPORT Holding AB will publish its interim report for the second quarter of 2026 on July 16 at 08.00 CEST, underscoring a regular cadence of financial disclosure to the market. The timing highlights the company’s effort to keep investor...
BONESUPPORT completes SEK 82.9 million share buy-back to fund incentive program
Jun 22, 2026
BONESUPPORT Holding AB has completed a share buy-back program on Nasdaq Stockholm, repurchasing a total of 373,320 ordinary shares for approximately SEK 82.9 million. The final tranche, conducted between 15 and 18 June 2026, comprised 193,320 shar...
BONESUPPORT launches SEK 100 million share buy-back for LTI 2026
Jun 8, 2026
BONESUPPORT HOLDING AB has initiated a share buy-back program, authorizing the repurchase of up to 373,320 ordinary shares for a total consideration of up to SEK 100 million to secure obligations under its long-term share savings program LTI 2026....
BONESUPPORT Lifts U.S. Market Outlook and Details Growth Plans at Capital Markets Day
May 26, 2026
BONESUPPORT is hosting its 2026 Capital Markets Day in Stockholm and online for analysts, investors, and media, highlighting its strategy to drive segment-specific growth and fully realize the potential of its CERAMENT bone graft portfolio. Manage...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 17, 2026