Analyst Group has published a stock analysis on Tellusgruppen

Published: September 26, 2024

  

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On September 26, 2024, Analyst Group published an analysis of Tellusgruppen AB (publ.)

Analyst Group summarizes its analysis as follows:

“Analyst Group views Tellusgruppen as a well-diversified and stable independent school group with a robust platform for profitable growth, where additional growth capital could enable the Group to capitalize on the broad acquisition potential that has been identified and confirmed historically. The Group has grown at a CAGR of approximately 30% between 2020 and 2023 and has continuously invested in initiatives to boost profitability. As growth continues in segments not subject to the political risk associated with independent schools, the valuation discount that currently constrains earnings multiples in the independent school sector is also expected to narrow, which points to multiple expansion over the long term. With the aforementioned profitability initiatives in place, combined with both organic and acquired growth, Tellusgruppen is well-positioned to realize the inherent economies of scale inherent in its business model. Although Tellusgruppen is currently a significantly smaller player than AcadeMedia, there are clear similarities between the groups, particularly in terms of acquisition strategy, which offers a glimpse of the significant upside that can result from a well-executed acquisition strategy focused on profitable growth. Overall, Analyst Group believes that an investment in Tellusgruppen offers an attractive risk/reward profile, with several potential catalysts that can generate shareholder value in the short, medium, and long term.”

Read the stock analysis here.

For more information, visit
Bijan Fahimi, CEO of Tellusgruppen AB
bijan.fahimi@tellusgruppen.se
+46 707 167 453

Certified Adviser
The Company’s Certified Adviser is Mangold Fondkommission AB, which can be reached by phone at 08-503 015 50 and by email atca@mangold.se.

About Tellusgruppen AB (publ)
Tellusgruppen is a long-term owner of well-managed companies in the education and child care sectors. The Group currently operates 28 preschools and seven elementary schools, and also provides child care and educational services.

Tellusgruppen was founded in 2012 as the parent company of Tellusbarn (Tellusbarn was founded in 2007) and as a platform for future expansion in the education and child care sectors.

Tellusgruppen's Our business concept is to establish, operate, and develop profitable and growing subsidiaries that offer high-quality, innovative, and in-demand services in their respective fields.