Kalmar Oyj (HLSE:KALMAR) just secured a 3 year Complete Care maintenance contract with Sweden’s Port of Halmstad, a logistics hub counted among the country’s 10 largest seaports, booked into third quarter 2026 orders.
That contract lands at a time when Kalmar Oyj’s share price has eased, with a 30 day share price return down 5.28% and the 90 day move down 7.70%, even though the 1 year total shareholder return is 8.05% from a latest share price of €36.92.
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Kalmar Oyj has fresh contract wins on the books while the share price has drifted lower in recent months. Are investors reacting to business reality, or just marking sentiment down ahead of where the numbers sit today?
Most Popular Narrative: 16% Undervalued
Analysts following Kalmar Oyj see more upside than the current €36.92 price suggests, with a widely followed fair value marker at €43.80. That view leans heavily on how ports are shifting toward automation and lower emissions, and how Kalmar Oyj is positioned inside that shift.
The increasing share of eco portfolio sales (44% of total sales and orders) demonstrates Kalmar's ability to capture customer demand for sustainable, electric, and hybrid equipment, and this supports both top-line growth and higher gross margins as ports and logistics shift to decarbonized operations.
See why 12 investors see Kalmar Oyj as 16% undervalued.
Result: Fair Value of €43.80 (UNDERVALUED)
Still, the story can change quickly if weak U.S. demand or tougher price competition in AMEA regions affects Kalmar Oyj’s order intake and margins.
Find out about the key risks to this Kalmar Oyj narrative.
Next Steps
Curious whether the mood around Kalmar Oyj matches your own read of the situation? Act while sentiment is still forming and weigh up the upside yourself by reviewing the 4 key rewards.
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