How New Sustainable Food and Media Contracts Could Shape Bravida Holding’s (OM:BRAV) Long‑Term Edge

• Earlier this month, Lantmännen Biorefineries announced it had chosen Bravida to handle extensive technical installations for its SEK 1.20 billion plant‑based protein facility in Lidköping, while Bravida also secured a two‑year, SEK 25 million electrical service framework contract with Swedish public broadcasters SR, SVT and SRF.
• Together, these wins underline Bravida’s role in both Sweden’s growing sustainable food infrastructure and the mission‑critical media facilities that require highly reliable technical services.
• We’ll now examine how Bravida’s role in Lantmännen’s large plant‑based protein project could influence its longer‑term investment narrative.

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Bravida Holding Investment Narrative Recap

To own Bravida, I think you need to believe it can steadily convert its technical expertise and service focus into resilient cash flow while rebuilding order intake and backlog. The Lantmännen plant and the SR/SVT service deal support that order book story, but in isolation they do not yet change the key near term swing factors, which remain the pace of new orders and any further restructuring costs in weaker parts of the business.

The Lantmännen Biorefineries contract looks most relevant here, as it showcases Bravida’s ability to win complex, multi discipline work in growth areas such as sustainable food processing. If Bravida can keep securing similar technically intensive projects, that may help counter concerns about a previously softer market in parts of Sweden and the pressure that a thinner backlog can place on future earnings.

Yet, investors should also be aware that a lower than ideal order backlog still leaves Bravida exposed if...

Read the full narrative on Bravida Holding (it's free!)

Bravida Holding's narrative projects SEK31.6 billion revenue and SEK1.8 billion earnings by 2028. This requires 3.4% yearly revenue growth and about SEK0.7 billion earnings increase from SEK1.1 billion today.

Uncover how Bravida Holding's forecasts yield a SEK108.20 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently place Bravida’s fair value between SEK108.20 and SEK243.84 across 2 independent views, underscoring how far opinions can spread. You can weigh those against the risk that order intake and backlog remain under pressure, which could matter more for long term performance than any single project win.

Explore 2 other fair value estimates on Bravida Holding - why the stock might be worth over 2x more than the current price!

Build Your Own Bravida Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bravida Holding research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Bravida Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bravida Holding's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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