Bilia (OM:BILI A) Following Q2 Earnings Has Its Fair Value Back In Focus

Bilia (OM:BILI A) shares were in focus after the company released second quarter 2026 results, reporting sales of SEK 10,908 million and net income of SEK 230 million from continuing operations.

See our latest analysis for Bilia.

The latest earnings release appears to have supported positive sentiment in Bilia, with the share price at SEK150.4 and a 90 day share price return of 22.18%, while the 1 year total shareholder return is 33.69%. This points to firming momentum over both shorter and longer horizons.

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Recent results at Bilia and the strong 90 day share price move point to improving confidence, but it is not yet clear how much of that reflects the underlying business versus changing sentiment. This brings the valuation into focus next.

Most Popular Narrative: 7.2% Undervalued

Bilia's last close at SEK150.4 sits below a narrative fair value of SEK162, which frames the recent share price strength in a more valuation driven context.

Bilia is accelerating its targeting of the older car segment and integrating new EV brands such as Polestar, XPENG, and Lynk & Co into its workshops, positioning the company to capture incremental aftersales and service revenue as the car population ages and EV adoption rises, which is likely to support high-margin, recurring earnings growth.

Read the complete narrative. Read the complete narrative.

Want to see what sits behind that fair value for Bilia? The narrative leans on steady revenue expansion, firmer margins and a future earnings multiple that needs careful scrutiny.

The most followed narrative currently values Bilia at SEK162 per share using a discount rate of 7.83%, which is modestly above both the last close and the analyst consensus price target of SEK165.67. That view reflects expectations for gradually improving profitability on SEK40,447m of revenue and SEK843m of net income, alongside continued focus on car services, fuel and multibrand distribution across Sweden, Norway and Western Europe.

Result: Fair Value of SEK162 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, Bilia's story could look different if demand for fully electric cars in Sweden stays weak or if manufacturers push harder into direct or agency sales models.

Find out about the key risks to this Bilia narrative.

Another View on Bilia Using Market Multiples

The earlier narrative leans on a fair value of SEK162, yet the market is currently pricing Bilia at a P/E of 16.4x. That is above the European Specialty Retail average of 15.5x, but below a fair ratio of 22.5x and the peer average of 20.9x, which suggests both downside and upside risk. How comfortable are you with paying today’s multiple for that uncertainty?

See what the numbers say about this price — find out in our valuation breakdown.

Next Steps

If the mix of optimism and caution around Bilia leaves you undecided, take a closer look at the full picture and weigh the 3 key rewards and 2 important warning signs.

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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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