Research from Redeye, Redeye AB

Redeye

Research from Redeye

Redeye AB

Specialists in innovative and fast-growing Nordic companies within Life Science and Technology.

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors.

Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen).

Equity Bottom-Up

<ul><li>Redeye returns with a more optimistic outlook following Polygiene’s Q3 2025 report, which presented mixed figures but confirmed our expectations of a recovery in Q4 ’25.</li><li>We make smaller positive estimate adjustments while our valuation range remains intact.</li><li>We argue that the macro effects are transitory, staying positive to the long-term case which trades at an attractive valuation.</li></ul>

Redeye returns with a more optimistic outlook following Polygiene’s Q3 2025 report, which presented mixed figures but confirmed our expectations of a recovery in Q4 ’25.We make smaller positive estimate adjustments while our valuation range remains intact.We argue that the macro effects are transitory, staying positive to the long-term case which trades at an attractive valuation.

Polygiene Group (Q3 Review): Recovery in Sight

<ul><li>Redeye considers Polygiene’s Q3 figures to be mixed, with higher-than-expected revenues and gross margin, while opex also exceeded our forecast, overall colored by the challenging market conditions.</li><li>Most notably, the company sees signs of recovery, confirming our expectations of a recovery in Q4.</li></ul>

Redeye considers Polygiene’s Q3 figures to be mixed, with higher-than-expected revenues and gross margin, while opex also exceeded our forecast, overall colored by the challenging market conditions.Most notably, the company sees signs of recovery, confirming our expectations of a recovery in Q4.

Polygiene Group (Q3 Initial take): Mixed figures, Recovery Expected in Q4

Sweden

Polygiene Group AB develops, manufactures, and sells antimicrobial and odor control solutions for textiles and other surfaces. The company provides a wide range of technologies and treatments for products, serving partners across various categories, such as sports and outdoor, fashion and lifestyle, workwear, hospitality, home, and healthcare. It operates globally and offers its products under the Polygiene brand.

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Polygiene Group (POLYG SS)

Polygiene Group (Q3 Review): Recovery in Sight

Redeye returns with a more optimistic outlook following Polygiene’s Q3 2025 report, which presented mixed figures but confirmed our expectations...

Redeye

Polygiene Group (Q3 Initial take): Mixed figures, Recovery Expected in Q4

Redeye considers Polygiene’s Q3 figures to be mixed, with higher-than-expected revenues and gross margin, while opex also exceeded our forecast,...

Redeye

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