Scanfil - Contract Manufacturer for the Portfolio

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566

April–June

  • Revenue was EUR 259.0 million (202.2), an increase of 28.1%
  • Organic revenue growth was 4.7%
  • Comparable EBITA margin was 7.2% (7.0%) and comparable EBITA was EUR 18.6 million (14.2), an increase of 30.8%
  • Earnings per share were EUR 0.17 (0.16)
  • Dividend of EUR 0.25 (0.24) per share was paid on May 6, 2026. The dividend has increased for thirteen consecutive years

January–June

  • Revenue was EUR 488.0 million (394.8), an increase of 23.6%
  • Organic revenue growth was 5.6%
  • Comparable EBITA margin was 7.0% (6.8%) and comparable EBITA was EUR 34.2 million (26.8), an increase of 27.7%
  • Earnings per share were EUR 0.32 (0.29)
  • Net debt/EBITDA was 1.60 (0.19)

Future outlook for 2026

Scanfil estimates that its revenue for 2026 will be EUR 940–1,060 million and its comparable EBITA will be EUR 64–78 million.

Strong Q2 from Scanfil – progress in strategy is shaping the company | Kauppalehti

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567

Moving on to this, Tomra announced an interesting stock exchange release today. 1,200 reverse vending machines for the United Kingdom, starting in the first half of 2027. It is reasonable to believe that they will utilize Scanfil.

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Antti has written a new company report on Scanfil following the Q2 results. :slight_smile:

Scanfil’s Q2 figures, released on Thursday, were operationally in line with our expectations, and we have made virtually no changes to our forecasts for the coming years. The company’s outlook is positive in both the short and long term, and the stock’s valuation has also declined slightly in recent weeks (2026e: adj. EV/EBITA 12x). Consequently, the stock’s one-year return expectation has once again risen to a cautiously attractive level in our books.

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