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Stillfront Group AB (SE:SF)
:SF
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.29Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Feb 04, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed picture: management delivered meaningful margin expansion, strong cash generation and debt reduction, significant progress on DTC adoption and a North American profitability turnaround, and MENA/APAC continued to grow at healthy margins. Offsetting these positives were a 9% organic revenue decline, a sharp 31.3% fall in North American revenue, a large non-cash goodwill impairment (~SEK 2.3bn), and some product delays. Management emphasized disciplined investment and a franchise-focused strategy to drive a return to organic growth over time.Company Guidance
Adjusted EBITDAC Margin Expansion
Group adjusted EBITDAC margin expanded to 27% in Q4 (up from 25% a year ago) despite an organic revenue decline, reflecting cost savings and disciplined UA deployment.
Strong Gross Margin and DTC Mix
Group gross margin rose to 83% (up 3 percentage points YoY) and direct-to-consumer (DTC) bookings increased to 45% of total bookings (from 34% last year), supporting higher margin revenue.
Robust Free Cash Flow and Deleveraging
LTM free cash flow reached SEK 922 million; quarterly free cash flow SEK 290 million; total net debt reduced to SEK 5.0 billion (down SEK 1.1 billion YoY) and leverage improved to 2.02x EBITDAC (from 2.1x).
North America Profitability Turnaround
North America delivered an adjusted EBITDAC of SEK 23 million (up from SEK 6 million a year ago) and margin expanded to 12% from 1%, driven by sharp UA reductions (SEK 88m vs SEK 258m) and DTC rollout (24% of bookings vs 7% prior).
MENA & APAC Strong Growth and High Margins
MENA & APAC net revenue SEK 537 million with organic growth of 6.6%; adjusted EBITDAC grew to SEK 288 million delivering a 54% margin (up from 51% year-on-year).
Product and Portfolio Actions
Divestment of non-core narrative portfolio completed for USD 4 million (4x EBITDAC multiple) and management introduced a new franchise-focused reporting structure to prioritize >SEK200m annual revenue key franchises.
New Game Launch with Early Positive Signs
Big Farm Homestead launched in December with encouraging early metrics (no material revenue in quarter yet), indicating potential future growth opportunities in Europe.
Operational Cost Discipline Delivered Savings
Group UA spend declined to SEK 356 million from SEK 504 million YoY (UA as % of revenue down to 26% from 30%), and targeted cost programs reduced personnel and other operating costs in key areas.
SE:SF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SE:SF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | kr4.74 | kr4.64 | -2.23% |
Oct 23, 2025 | kr5.75 | kr6.29 | +9.49% |
Jul 22, 2025 | kr6.21 | kr5.40 | -13.11% |
May 06, 2025 | kr5.22 | kr5.26 | +0.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stillfront Group AB (SE:SF) report earnings?
Stillfront Group AB (SE:SF) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Stillfront Group AB (SE:SF) earnings time?
Stillfront Group AB (SE:SF) earnings time is at Apr 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Stillfront Group AB stock?
The P/E ratio of Stillfront Group AB is N/A.
What is SE:SF EPS forecast?
SE:SF EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.