Broedrene A & O Johansen A/S
CSE:AOJ B
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Broedrene A & O Johansen A/S
Broedrene A & O Johansen A/S is a DK-based company operating in Trading Companies & Distributors industry. Broedrene A & O Johansen A/S is a Denmark-based wholesaler of technical installation materials and supplies to the construction industry. The company is engaged in the supply of electrical equipment, as well as plumbing, heating and sanitary products. Its product range serves two main markets: professional and do-it-yourself (DIY). The professional market for technical installation materials includes sanitary products, plumbing, electrical equipment, drainage products, water-supply systems and tools. The DIY market, operated through SEKO department, includes sanitary products, as well as electrical equipment. As of December 31, 2011, AO had a central warehouse located in Albertslund, Denmark and a logistics center in Horsens, Denmark, as well as 47 shops in Denmark, five in Sweden and one in Estonia. As of December 31, 2011, the Company operated through AO-MAVAB and four wholly owned subsidiaries: Ervex AB; AO Invest A/S; Vaga Tehnika Eesti OU and E-byg.com A/S.
Broedrene A & O Johansen A/S is a DK-based company operating in Trading Companies & Distributors industry. Broedrene A & O Johansen A/S is a Denmark-based wholesaler of technical installation materials and supplies to the construction industry. The company is engaged in the supply of electrical equipment, as well as plumbing, heating and sanitary products. Its product range serves two main markets: professional and do-it-yourself (DIY). The professional market for technical installation materials includes sanitary products, plumbing, electrical equipment, drainage products, water-supply systems and tools. The DIY market, operated through SEKO department, includes sanitary products, as well as electrical equipment. As of December 31, 2011, AO had a central warehouse located in Albertslund, Denmark and a logistics center in Horsens, Denmark, as well as 47 shops in Denmark, five in Sweden and one in Estonia. As of December 31, 2011, the Company operated through AO-MAVAB and four wholly owned subsidiaries: Ervex AB; AO Invest A/S; Vaga Tehnika Eesti OU and E-byg.com A/S.
Organic Growth: AO returned to organic growth in both B2B and B2C segments, with Q3 sales up nearly 8% reported and 1.8% organically, achieving the second highest Q3 sales ever.
Margin Pressure: Gross margins fell from 23% to 21.8% due to intense competition and rebate pressure, particularly in B2B and project sales.
Guidance Unchanged: Full-year 2024 guidance for revenue, EBITDA, and EBT remains unchanged despite tough market conditions.
Acquisition Impact: Recent acquisitions boosted margins by 0.8 percentage points and are delivering as expected, with integration and transition costs partially impacting Q3 and Q4.
Cost & Debt: Rising external and salary costs, partly from acquisitions, increased net interest-bearing debt to DKK 1.3 billion; financial gearing is expected to improve in Q4.
B2C Strength: B2C sales hit a record Q3 high, with organic growth for the fourth consecutive quarter and a notable margin jump driven by favorable sales mix.
Stockholm Expansion: AO is accelerating outlet expansion in Stockholm, planning a third site to open in early 2025 based on strong regional potential.
Dividend Outlook: Despite elevated leverage, management expects the 50% payout dividend ratio to be maintained.
