The effect from the higher sales prices came as no surprise but was stronger than anticipated. The management remains optimistic that it can implement another round of price increases to stay ahead of the cost curve. We fully understand the company’s ambition of avoiding significant margin compression, but we are concerned that this might come at the expense of lower volumes. Currently the business is being held back by all manner of issues along the value chain. Therefore, we remain cautious.
22 Apr 2022
Higher prices outstrip input costs
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Higher prices outstrip input costs
The effect from the higher sales prices came as no surprise but was stronger than anticipated. The management remains optimistic that it can implement another round of price increases to stay ahead of the cost curve. We fully understand the company’s ambition of avoiding significant margin compression, but we are concerned that this might come at the expense of lower volumes. Currently the business is being held back by all manner of issues along the value chain. Therefore, we remain cautious.