Q3 EBITDA came in 9% below consensus Lenzing reported implied Q3 EBITDA of EUR80m, 9% below consensus expectations mostly driven by lower margins (impacted by higher energy, dissolving wood pulp and logistics costs). Management reiterated guidance for the year (EBITDA of at least EUR360m) and 2024 targets (including the EUR800m EBITDA target). Inflation: how long will it last? Management reiterated its comments on inflation in energy, raw materials and logistics costs, adding that more press ....