Analysts & Consensus.
Analysts
ABG Sundal Collier: Patrik Brattelius
Phone: +46 8 566 286 64
Email: patrik.brattelius@abgsc.se
Barclays: Alex Medhurst
Phone: +44 (0)203 555 0709
Email: alexander.medhurst@barclays.com
Berenberg: Karl Oskar Vikström
Phone: +44 (0) 203 465 2647
Email: karl-oskar.vikstroem@berenberg.com
Bernstein Autonomous: Jacob Kruse
Phone: +44 (0) 207 776 3425
Email: jkruse@autonomous.com
Carnegie: Ermin Keric
Phone: +46 8 5886 8548
Email: ermin.keric@carnegie.se
Citi: Maria Semikhatova
Phone: +44 (0) 207 986 4294
Email: Maria.Semikhatova@citi.com
Danske Bank: Andreas Håkansson
Phone: +46 8 568 805 68
Email: andreas.hakansson@danskebank.se
DNB: Nicolas McBeath
Phone: +46 8 473 48 61
Email: nicolas.mcbeath@dnb.se
JP Morgan: Enrico Bolzoni
Phone: +44 789 704 9857
Email: enrico.bolzoni@jpmorgan.com
Morgan Stanley: Panos Ellinas
Phone: +44 207 425 1173
Email: panos.ellinas@morganstanley.com
SEB: Maths Liljedahl
Phone +468 639 4321
Email: maths.liljedahl@seb.se
Consensus estimates
Our latest consensus is available to download here.
| SEK million | Q4 2022 | FY 2022 | FY 2023 | FY 2024 |
|---|---|---|---|---|
| Net commission income | 465 | 2,068 | 1,973 | 2,144 |
| Net interest income | 441 | 1,212 | 2,187 | 2,255 |
| Net financial transactions | - | (4) | - | - |
| Other income | 18 | 78 | 73 | 87 |
| Adjusted total income | 940 | 3,371 | 4,193 | 4,468 |
| Adjusted operating expenses | (309) | (1,206) | (1,290) | (1,363) |
| Adjusted operating profit | 608 | 2,100 | 2,816 | 3,044 |
| Statutory operating profit | 608 | 2,020 | 2,816 | 3,044 |
| Statutory net profit | 499 | 1,637 | 2,311 | 2,435 |
| Earnings per share before dilution (SEK) | 1.96 | 6.47 | 9.24 | 9.45 |
| Adjusted earnings per share before dilution(SEK)* | 1.94 | 6.66 | 9.10 | 9.63 |
| Dividend per share (SEK) | - | 4.61 | 6.51 | 6.81 |
| Return on equity (%)** | - | 28.9% | 38.6% | 34.9% |
The numbers in the table are the median values of the analysts’ estimates
Date: 2022-11-21
Contributors: ABG, Autonomous, Barclays, Berenberg, Carnegie, DNB, JP Morgan, Morgan Stanley, SEB
*Adjusted earnings per share pre amortization of intangible assets due to PPA before dilution (SEK)
**Last twelve months