Sdiptech AB: The share that's good for your portfolio AND the planet
Buy signal | Free publication | 23 Sep 2025
Who is Sdiptech? The Swedish infrastructure whizz kid
So, let me introduce you to Sdiptech AB, the Swedish gem that is making waves on the NASDAQ Stockholm! This Swedish-based engineering company specialises in technological solutions for critical urban infrastructure: hospitals, traffic systems, water networks and data centres. Basically, they make our cities smarter, more sustainable and safer!
Their business model? They acquire well-managed companies with predictable results and stable cash flows. It's like collecting Pokémon cards, but in a corporate version and much more profitable! 🎯
My verdict: 4.2/5 ⭐️ (and here's why)
📈 Turnover: 4/5
Sdiptech's revenues are impressive! They will rise from SEK 2.088 million in 2020 to SEK 5.166 million in 2024. That's an average annual growth rate of around 25% over four years. The company recently posted sales growth of 13% with the acquisition of five new high-quality companies. Not bad for a company that just buys other companies!
💰 Net result: 4/5
Net profit is keeping pace: SEK 214.6 million in 2020 compared to SEK 352 million in 2024. This steady growth shows that these Swedes know how to turn their turnover into real cash in their pockets!
💳 Debt: 4/5
In terms of debt, we have SEK 4.559 million in 2024 compared to SEK 10.441 million in total assets. A debt-to-asset ratio of around 44% is reasonable for a company growing through acquisitions. They are not over-indebted but are making intelligent use of leverage.
🎯 ROE (Return on equity): 4.5/5
With ROE fluctuating between 9.4% and 11.2% according to projections, and ROE expected to reach 11.2% in three years, this is very solid! These guys know how to make shareholders' money work for them.
📊 Market performance: 4.5/5
With analysts' average target price at SEK 297.4 (range SEK 230-365) compared to the current price of SEK 182, there is upside potential of +58%! Professionals are fairly optimistic.
Overall average: 4.2/5 🏆
Forecasts that make you smile 😊
Analysts forecast earnings growth of 21.1% per annum and revenue growth of 5.8% per annum. Based on these figures, here are my estimates (caution: crystal ball activated!):
🔮 Estimated share value:
- End of 2025: ~240-260 SEK
- 2026: ~280-300 SEK
- 2027: ~320-350 SEK
These estimates are based on projected growth and current market multiples. Of course, given the nature of the stock market, it could just as easily end up being a rollercoaster ride! 🎢
✅ Advantages:
- Sector with a promising future (sustainable infrastructure)
- Solid and steady growth
- Proven acquisition business model
- Analysts' consensus: ‘Buy’
- Significant upside potential according to experts
⚠️ Cons:
- Reliance on acquisitions for growth
- Cyclical sector sensitive to public investment
- Share price already historically well valued
Conclusion: A beautiful story that continues
Sdiptech is a discreet but effective company that is literally building the future of our cities. With their solutions in energy efficiency, electrification and sustainable energy systems, they are riding the wave of ecological transition.
At SEK 182 currently, the share may seem expensive, but when you look at the fundamentals and prospects, you realise that these Swedes still have a bright future ahead of them.
My advice: If you are looking for growth potential in a promising sector with a proven track record, Sdiptech clearly deserves a place in a diversified portfolio. Just enough to join the party, but not enough to ruin your evening if things go wrong! 😉
- Signal : Buy
- Budget/Investment : Medium
- Reinforcement required : No
- Exposure : Low
- Horizon : 2 to 3 years
- Potential profitability : +74% to +90%
- Ref. ISIN code : SE0003756758