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1. Company Snapshot

1.a. Company Description

Elanders AB (publ), a logistics company, provides supply chain management, and print and packaging solutions primarily in Sweden, rest of Europe, Asia, North and South America, and internationally.It offers global order management services; sourcing and procurement services; custom configuration and assembly services; warehousing and inventory management; and print and packaging services.The company also provides fulfillment and distribution services; freight services; after sales services, such as warehousing spare parts, accessories, replacement equipment, and consumables, as well as repairs and service; and e-commerce services.


In addition, the company sells photo products under the fotokasten and myphotobook brands.It serves automotive, electronics, fashion and lifestyle, health care and life science, and industrial sectors.The company was incorporated in 1908 and is headquartered in Mölndal, Sweden.


Elanders AB (publ) is a subsidiary of Carl Bennet AB.

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1.b. Last Insights on ELAN

Elanders AB's recent performance was positively driven by a one-off SEK209 million gain, which fueled earnings. The company's profit forecasts have been revised upward, with a 65.01% growth per year projected, outpacing the Swedish market average. However, revenue growth is expected to be modest, at 2.6% annually. The company's adjusted EBITA margin was 5.6% for January-September 2025, with operating profit impacted by one-off items related to structural measures to address a weaker market.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Elanders makes changes in Group Management

Nov -06

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Elanders AB (LTS:0JBY) Q3 2025 Earnings Call Highlights: Strong Cash Conversion and Improved ...

Nov -05

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Elanders (OM:ELAN B): One-Off SEK209M Gain Fuels Earnings, Challenging Hopes for Margins Recovery

Oct -23

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Elanders AB: Quarterly Report January – September 2025

Oct -22

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Elanders announces date for the report on the third quarter 2025 and conference call

Oct -08

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LVMH: Share transactions disclosure

Sep -09

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The BANK of Greenland issued and early redemption of Senior Non-Preferred capital

Sep -09

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Cointreau Launches First-Ever Ready-To-Serve Range – Introducing Cointreau Citrus Spritz

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.48%)

6. Segments

Supply Chain Solutions

Expected Growth: 4.5%

Elanders AB's 4.5% growth in Supply Chain Solutions is driven by increasing demand for e-commerce logistics, strategic acquisitions, and expansion into high-growth markets. Additionally, the company's investments in digitalization, automation, and sustainability initiatives have improved operational efficiency, further boosting growth.

Print & Packaging Solutions

Expected Growth: 4.8%

Elanders AB's 4.8% growth in Print & Packaging Solutions is driven by increasing demand for sustainable packaging, e-commerce growth, and strategic acquisitions. The company's focus on innovative packaging solutions, expansion into new markets, and cost savings initiatives also contribute to its growth momentum.

Eliminations

Expected Growth: 0.0%

Elanders AB (publ) reports zero growth in eliminations, indicating a stable consolidation of intercompany transactions and no material changes in group structure or accounting policies. This suggests a focus on internal efficiency and cost control, rather than expansion or divestment activities.

Reconciling Items

Expected Growth: 0.0%

Elanders AB (publ) stagnant growth is attributed to declining demand in the automotive sector, intense competition in the logistics industry, and high operating costs. Additionally, the company's failure to diversify its revenue streams and invest in digital transformation has hindered its ability to adapt to changing market conditions.

7. Detailed Products

Print and Packaging Solutions

Elanders offers a wide range of print and packaging solutions, including offset printing, digital printing, and packaging materials.

Supply Chain Management

Elanders provides supply chain management services, including logistics, warehousing, and distribution, to help companies optimize their supply chain operations.

E-commerce Fulfillment

Elanders offers e-commerce fulfillment services, including order processing, picking, packing, and shipping, to help online retailers streamline their operations.

Digital Solutions

Elanders provides digital solutions, including digital printing, digital asset management, and e-commerce platforms, to help companies digitize their operations.

Packaging Design and Engineering

Elanders offers packaging design and engineering services, including packaging design, testing, and prototyping, to help companies create innovative packaging solutions.

8. Elanders AB (publ)'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Elanders AB (publ) is moderate due to the presence of alternative logistics and supply chain management services.

Bargaining Power Of Customers

The bargaining power of customers is high due to the concentration of major customers in the industry, giving them significant negotiating power.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low due to the availability of multiple suppliers and the company's ability to negotiate favorable terms.

Threat Of New Entrants

The threat of new entrants is moderate due to the moderate barriers to entry and the potential for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of several established players in the industry, leading to intense competition.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 59.42%
Debt Cost 5.65%
Equity Weight 40.58%
Equity Cost 9.90%
WACC 7.37%
Leverage 146.44%

11. Quality Control: Elanders AB (publ) passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Begbies Traynor

A-Score: 6.5/10

Value: 4.4

Growth: 8.0

Quality: 6.1

Yield: 5.6

Momentum: 9.0

Volatility: 5.7

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Talenom

A-Score: 5.3/10

Value: 6.5

Growth: 6.2

Quality: 7.2

Yield: 5.0

Momentum: 3.0

Volatility: 4.0

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RWS

A-Score: 4.9/10

Value: 9.1

Growth: 5.0

Quality: 5.9

Yield: 8.1

Momentum: 0.0

Volatility: 1.0

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Green Landscaping

A-Score: 4.4/10

Value: 7.3

Growth: 9.1

Quality: 5.7

Yield: 0.0

Momentum: 0.5

Volatility: 4.0

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Elanders

A-Score: 4.2/10

Value: 7.7

Growth: 5.1

Quality: 1.9

Yield: 8.1

Momentum: 0.0

Volatility: 2.7

1-Year Total Return ->

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Franchise Brands

A-Score: 4.2/10

Value: 5.5

Growth: 6.6

Quality: 5.9

Yield: 2.5

Momentum: 1.5

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

60.3$

Current Price

60.3$

Potential

-0.00%

Expected Cash-Flows