Danske Bank har mod betaling udarbejdet denne analyse af Schouw & Co:
Schouw & Co (Schouw), founded in 1878, is a listed Danish-based industrial conglomerate that makes long-term investments in leading business-to-business (B2B) companies in which it performs active ownership. The businesses employ more than 11,000 staff in total. LTM Q2 22 the Group consolidated revenue was more than DKK27bn, with Group EBITDA of DKK2.1bn.
Strong track record of solid cash flow and low leverage
Schouw owns 100% of BioMar (fish feed for industrial fish farming), Fibertex Personal Care (Nonwovens for personal hygiene), Fibertex Nonwovens (nonwovens for industrial purposes), HydraSpecma (hydraulics for industrial purposes), Borg Automotive (remanufacturing of auto parts) and 80% of GPV (electronics for B2B customers) following the recent merger with Enics, which will add around 10% to Group EBITDA. The diversified business segments support the business profile both in terms of geography and industry exposure with different end-market dynamics, which smooths earnings volatility.
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