Q2e: 4.0m EEs, 58k SCs pre-announced, expect SEK 13m EBIT. Cut sales by ~4%, EBIT by ~6% on lower EE volume vs. our estimate. End-of-life programme in H2, estimate -10% impact, H2 EEs -2.5%.

31 Jul 2024
EEs announced, est. sales +11%, 38% margin

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EEs announced, est. sales +11%, 38% margin
- Published:
31 Jul 2024 -
Author:
Adrian Gilani | ABGSC Capital Goods Research | Henric Hintze -
Pages:
15 -
Q2e: 4.0m EEs, 58k SCs pre-announced, expect SEK 13m EBIT. Cut sales by ~4%, EBIT by ~6% on lower EE volume vs. our estimate. End-of-life programme in H2, estimate -10% impact, H2 EEs -2.5%.