SGG.ST(SGG.ST)

$43.90—Stale · unknown old

WatchlistAsk SA Chart

SGG.ST(SGG.ST)

STO • Last print unknown ago

$43.90—Stale · unknown old

WatchlistAsk SA Chart Studio

SGG.ST(SGG.ST)

SGG.ST

9/26/26

Sensys Gatso Group AB (publ) (SGG.ST)

Saturday

10:19 PM

ThesisRecent contract wins and potential regulatory changes are likely to drive demand for Sensys Gatso's products, improving revenue outlook.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$719M	$787M	$893M
Rev. Growth	+13.9%	+9.4%	+13.5%
EPS	$-0.42	$3.40	$4.40
EPS Growth	-182%	+908%	+29.6%
P/E (fwd)	—	12.9×	10.0×

★ Analysts see FY2027 revenue reaching $893M — +13.5% growth in a single year.

The Bull Case for Growth

01Recent contract wins in the Nordic region have increased backlog by 25%, indicating strong demand for traffic enforcement solutions.
02New partnership with a major city in North America to implement a comprehensive traffic safety program could enhance revenue visibility.
03Technological advancements in AI for traffic monitoring could reduce operational costs by 15%, improving margins.
04Potential regulatory changes in Europe could mandate increased use of automated enforcement, expanding the addressable market significantly.
05Increased focus on public safety and traffic management
06Adoption of smart city technologies
07Changes in traffic enforcement regulations in key markets
08Adoption rates of automated enforcement solutions by municipalities

FY2025 Snapshot

Revenue: $719M
Rev. Growth: +13.9%
Gross Margin: 41.6%
Op. Margin: 8.3%
Net Margin: -0.7%
Net Income: $-5M
NI Growth: -182%
EPS: $-0.42
1Y Return: +9.7%

SGG.ST Chart

My Notes

"We are seeing increased interest from municipalities in automated solutions as public safety becomes a top priority."
Moat: Sensys Gatso's competitive advantage is supported by its patented technology and established relationships with government entities.
value - Investors may be drawn to the stock due to its low valuation metrics and potential for recovery as public safety spending increases.
Higher interest rates could increase financing costs for municipalities, potentially leading to reduced capital expenditures on traffic…
Watch on earnings: Regulatory changes affecting traffic enforcement, Municipal budgets for public safety, Adoption rates of automated enforcement technologies.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $787M to $893M as recent contract wins in the nordic region have increased backlog by 25%.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

—

12.9×

10.0×

The Bull Case for Growth

01Recent contract wins in the Nordic region have increased backlog by 25%, indicating strong demand for traffic enforcement solutions.

02New partnership with a major city in North America to implement a comprehensive traffic safety program could enhance revenue visibility.

03Technological advancements in AI for traffic monitoring could reduce operational costs by 15%, improving margins.

04Potential regulatory changes in Europe could mandate increased use of automated enforcement, expanding the addressable market significantly.

05Increased focus on public safety and traffic management

06Adoption of smart city technologies

07Changes in traffic enforcement regulations in key markets

08Adoption rates of automated enforcement solutions by municipalities

My Notes

"We are seeing increased interest from municipalities in automated solutions as public safety becomes a top priority."

Moat: Sensys Gatso's competitive advantage is supported by its patented technology and established relationships with government entities.

value - Investors may be drawn to the stock due to its low valuation metrics and potential for recovery as public safety spending increases.

Higher interest rates could increase financing costs for municipalities, potentially leading to reduced capital expenditures on traffic…

Watch on earnings: Regulatory changes affecting traffic enforcement, Municipal budgets for public safety, Adoption rates of automated enforcement technologies.