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    The Bull Case For Sweco (OM:SWEC B) Could Change Following Major Vattenfall Energy Framework Win

    Simply Wall St·12/25/2025 10:24:54
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    • Sweco announced that it has been awarded a new framework agreement with Vattenfall, Sweden’s electricity provider, to deliver technical consulting services across wind, hydropower, thermal and nuclear power, as well as energy distribution and nuclear fuel storage, over an initial three-year period from January 2026, with an estimated value of about SEK 600 million.
    • This long-term extension of Sweco’s collaboration with Vattenfall deepens its role in supporting a major European utility’s goal of achieving net zero emissions by 2040, and adds visibility to Sweco’s future consulting workload in multiple energy segments.
    • We’ll now examine how this SEK 600 million multi-year Vattenfall framework, spanning several energy technologies, influences Sweco’s existing investment narrative.

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    Sweco Investment Narrative Recap

    To own Sweco, you need to believe in its ability to convert a strong Nordic and European infrastructure and energy consulting position into steady earnings growth, despite softness in real estate and parts of Finland. The SEK 600 million Vattenfall framework adds visibility to future energy-related work but does not fundamentally change the near term risk that restructuring costs in Sweden and Finland could weigh on margins.

    Among recent announcements, the multi year framework with Statkraft in Norway stands out as especially relevant, as it also expands Sweco’s role in large scale energy projects across hydropower and grid related services. Together with the new Vattenfall agreement, it reinforces the thesis that Sweco’s order backlog in energy and infrastructure can offset weaker demand in traditional real estate and industrial segments, which many investors currently see as the key short term catalyst for the shares.

    Yet despite these long term contracts, investors should still be aware of the risk that ongoing restructuring in Sweden and Finland could...

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

    Sweco's narrative projects SEK36.9 billion revenue and SEK3.0 billion earnings by 2028. This requires 6.2% yearly revenue growth and about SEK0.9 billion earnings increase from SEK2.1 billion today.

    Uncover how Sweco's forecasts yield a SEK197.00 fair value, a 33% upside to its current price.

    Exploring Other Perspectives

    OM:SWEC B 1-Year Stock Price Chart
    OM:SWEC B 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community cluster between SEK167 and SEK197, pointing to differing views on upside relative to the current price. Set against Sweco’s growing energy focused order backlog, highlighted by the Vattenfall and Statkraft frameworks, this range underlines why it can be useful to compare several independent perspectives before forming a view on the company’s earnings resilience.

    Explore 2 other fair value estimates on Sweco - why the stock might be worth just SEK167.10!

    Build Your Own Sweco 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 Sweco research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
    • Our free Sweco research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sweco'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.