• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Kalmar Oyj (HLSE:KALMAR) Could Be 16% Undervalued After Reaffirming Guidance

    Simply Wall St·10/30/2026 13:44:57
    Listen to the news

    Kalmar Oyj (HLSE:KALMAR) just put fresh numbers on the table, with third quarter sales of €432.8 million and net income of €38.6 million, while reaffirming its 2026 guidance and long term sustainability push.

    Despite fresh orders for hybrid and electric equipment and updated 2030 targets, Kalmar Oyj’s 1 month share price return is down 3.7% and year to date the share price has declined 10.2%, while the 1 year total shareholder return of 7.3% points to a still constructive longer term picture around €36.60 per share.

    Scan for other port and logistics players riding similar sustainability and automation themes with our curated list of 95 robotics and automation stocks to compare against Kalmar Oyj’s latest shift in hybrid and electric equipment.

    Kalmar Oyj’s share price has slipped while orders, eco portfolio targets and guidance all point in a different direction. Is this mainly sentiment resetting, or a sober read on what the current earnings profile supports?

    Most Popular Narrative: 16% Undervalued

    Kalmar Oyj’s most followed valuation storyline puts fair value at €43.80, above the last close of €36.60, so the current price sits at a clear discount to that narrative.

    Ongoing investments in automation, digital platforms (e.g., MyKalmar INSIGHT, Automation as a Service), and modular fleet management solutions are expanding Kalmar's recurring service revenues and increasing aftermarket attach rates. This is positioning the company to improve net margins through higher-margin software/services income.

    Strategic relocations and outsourcing of key distribution centers are expected to enhance operational efficiency and improve long-term service growth. This is boosting resilience and profitability despite recent temporary impacts on margin.

    See why 12 investors see Kalmar Oyj as 16% undervalued.

    Result: Fair Value of €43.80 (UNDERVALUED)

    Still, the story can break if weak U.S. demand and tariff uncertainty linger, or if electric equipment uptake stays flat and delays Kalmar Oyj’s eco portfolio shift.

    Find out about the key risks to this Kalmar Oyj narrative.

    Next Steps

    Mixed signals around Kalmar Oyj can be confusing, so move quickly and stress test the story against your own expectations. To see what has investors optimistic right now, review the 4 key rewards.

    Looking for more investment ideas beyond Kalmar Oyj?

    Do not stop your research at Kalmar Oyj. Broader context across sectors and styles can help you pressure test your thesis and spot better risk reward trade offs.