Added to YB: 2026-10-09
Pitch date: 2026-10-06
SKF-B.ST [neutral]
AB SKF (publ)
-2.92%
current return
Author Info
No bio for this author
Company Info
AB SKF (publ) designs, manufactures, and sells bearings and units, seals, lubrication systems, condition monitoring, and services worldwide.
Market Cap
SEK 127.5B
Pitch Price
SEK 274.11
Price Target
N/A
Dividend
2.77%
EV/EBITDA
12.25
P/E
28.36
EV/Sales
1.54
Sector
Machinery
Category
special_situation
KEDM Lite Vol. 31 - AB SKF
SKF-B.ST (monitor): AB SKF shareholders approved the spin-off of SKF Vertevo, its declining automotive-bearings business with about SEK 26bn of revenue, roughly 28% of group sales, but only SEK 1.6bn of EBITDA and a far lower margin than the overall group. SKF will retain no stake; the key uncertainty is potential selling pressure when Vertevo begins Nasdaq Stockholm trading, expected December 1, 2026.
Read full article (1 min)