Company Beijer Ref AB

Equities

BEIJ B

SE0015949748

Electrical Components & Equipment

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Beijer Ref AB

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Electric Equipment Wholesale

Market Closed - Nasdaq Stockholm Other stock markets 11:59:52 30/04/2024 BST			5-day change	1st Jan Change
158.4 ^SEK	-0.72%		+7.24%	+17.46%

04-23	Transcript : Beijer Ref AB, Q1 2024 Earnings Call, Apr 23, 2024
04-23	Beijer Ref AB Reports Earnings Results for the First Quarter Ended March 31, 2024	CI

Beijer Ref publ AB, formerly G & L Beijer AB, is a Sweden-based technology company active in the fields of refrigeration and air conditioning. The Company operates one business area, Beijer Ref, which carries out operations in over 20 countries in Europe, South Africa, Australia, New Zealand, India, Namibia, Botswana, Mozambique and Thailand. Its product portfolio also includes comfort cooling products and related operations, such as heat pumps, aside from the standard offering. The Company offers commercial refrigeration products, which are installed in supermarkets, restaurants and food retail outlets; comfort cooling products, which include a range of heating and cooling air conditioning products for commercial and domestic use, as well as products for the industrial refrigeration sector for large refrigerated distribution centers, such as ice rinks. The Company operates Real Cold and DX Por as subsidiaries.

Number of employees: 6,175

SEK in Million	2022	Weight	2023	Weight	Delta
Heating, Ventilation, Air Conditioning 57.3 %	11,724	51.8 %	18,423	57.3 %	+57.14%
Commercial and Industrial Refrigeration 34.8 %	8,742	38.6 %	11,201	34.8 %	+28.13%
Original Equipment Manufacturer 7.9 %	2,172	9.6 %	2,526	7.9 %	+16.30%

SEK in Million	2022	Weight	2023	Weight	Delta
EMEA 48.5 %	-	-	15,601	48.5 %	-
North America 19.7 %	-	-	6,336	19.7 %	-
Australia 12.3 %	2,994	13.2 %	3,965	12.3 %	+32.43%
France 12.3 %	3,519	15.5 %	3,963	12.3 %	+12.62%
APAC 5.2 %	1,478	6.5 %	1,668	5.2 %	+12.86%
Sweden 2.1 %	612	2.7 %	690	2.1 %	+12.75%
Elimination -0.2 %	-507	-2.2 %	-73	-0.2 %	-85.60%

Managers	Title	Age	Since
Christopher Norbye CEO	Chief Executive Officer	-	24/05/21
Joel Davidsson DFI	Director of Finance/CFO	-	-
Kristian Lexander CTO	Chief Tech/Sci/R&D Officer	49	31/12/20
Yann Talhouet COO	Chief Operating Officer	50	31/12/09
Per Bertland BRD	Director/Board Member	67	31/12/89
Hanna Grasso IRO	Public Communications Contact	46	31/12/21
Jonas Steen PRN	Corporate Officer/Principal	48	31/12/09
Simon Andrej Karlin PRN	Corporate Officer/Principal	55	31/12/00

Members of the board	Title	Age	Since
William Striebe BRD	Director/Board Member	74	31/12/08
Joen Karl Gustaf Magnusson BRD	Director/Board Member	73	31/12/84
Per Bertland BRD	Director/Board Member	67	31/12/89
Kathryn Swann CHM	Chairman	60	02/03/21
Frida Marie Norrbom Sams BRD	Director/Board Member	53	31/12/14
Albert Gustafsson BRD	Director/Board Member	47	31/12/20
Kerstin Lindvall BRD	Director/Board Member	53	31/12/20
Nathalie Delbreuve BRD	Director/Board Member	-	31/12/21

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	10	27,956,160	0	0	76.06 %
Stock B	1	481,129,766	387,215,138 ( 80.48 %)	2,275,000 ( 0.4728 %)

Name	Equities	%	Valuation
EQT Partners AB 18.91 %	90,962,434	18.91 %	1 353 M kr
AMF Fonder AB 6.989 %	33,626,115	6.989 %	500 M kr
Livförsäkringsbolaget Skandia, ömsesidigt 4.594 %	22,103,332	4.594 %	329 M kr
Fjärde AP-fonden 4.320 %	20,783,817	4.320 %	309 M kr
Swedbank Robur Fonder AB 4.282 %	20,603,909	4.282 %	306 M kr
Cliens Kapitalförvaltning AB 1.852 %	8,911,601	1.852 %	133 M kr
Spiltan Fonder AB 1.550 %	7,456,339	1.550 %	111 M kr
ODIN Forvaltning AS 1.340 %	6,444,836	1.340 %	96 M kr
Länsförsäkringar Fondförvaltning AB 1.002 %	4,819,847	1.002 %	72 M kr
ODIN Forvaltning AS (Sweden) 0.6235 %	3,000,000	0.6235 %	45 M kr

Name	Equities	%	Valuation
Joen Karl Gustaf Magnusson 31.46 %	9,360,000	31.46 %	139 M kr
Per Bertland 26.46 %	7,874,000	26.46 %	117 M kr
EQT Partners AB 23.04 %	6,856,780	23.04 %	102 M kr
Peter-Jessen Jürgensen 12.92 %	3,845,580	12.92 %	57 M kr

Name	Equities	%	Valuation
BEIJER REF AB 0.47%	2,275,000	0.47%	33,829,478 $

Beijer Ref AB

Stortorget 8

211 34, Malmö

+46 40 35 89 00

http://www.beijerref.com

Name	Category and Sector
Clima Sverige AB Clima Sverige AB Industrial MachineryProducer Manufacturing PART OF BEIJER REF AB, Clima Sverige AB is a Swedish company that offers smart and energy-efficient climate solutions for air conditioning and heating, together with a nationwide network of resellers. The private company is based in Ängelholm, Sweden. Clima Sverige provides a wide range of products, including air-to-air and air-to-water heat pumps, split air conditioning systems, and multi-split systems. The company strives to offer the most energy-efficient climate systems possible to contribute to reducing the carbon footprint during the system's lifespan. In 2007, Clima Sverige was acquired by Beijer Ref AB.	Industrial Machinery
Sharp Business Systems Czech Republic s.r.o. Sharp Business Systems Czech Republic s.r.o. Commercial Printing/FormsCommercial Services Sharp Business Systems Czech Republic s.r.o. specializes in printers and document solutions. It distributes office equipment of brand Sharp, provides printer installation, maintenance and repair services. The company was founded on May 13, 2015 and is headquartered in Prague, Czech Republic.	Commercial Printing/Forms
Beijer B.Grimm Thailand Ltd. Beijer B.Grimm Thailand Ltd. Wholesale DistributorsDistribution Services Part of Beijer Ref AB, Beijer B.Grimm Thailand Ltd. is a company that wholesales refrigeration equipment. The private company is based in Bangkok, Thailand.	Wholesale Distributors
Inventor AG SA Inventor AG SA Wholesale DistributorsDistribution Services Part of Beijer Ref AB, Inventor AG SA is a Greek company that offers a range of air conditioners and home & kitchen appliances. The private company is based in Athens, Greece and was founded in 2013. The company's product catalogues and commercial videos can be downloaded from their website, and they are known for their exceptional quality and performance. Inventor AG continuously invests in user needs and offers superior quality products with design excellence. Inventor AG was acquired by Beijer Ref AB on October 12, 2021.	Wholesale Distributors

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Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

158.4 SEK

Average target price

171.8 SEK

Spread / Average Target

+8.45%

Consensus

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Industrials

Industrial Goods

Machinery, Equipment & Components

Electrical Components & Equipment

Electric Equipment Wholesale

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Electric Equipment Wholesale