SinterCast bekräftar vändningen i volymerna under H1, men vi sänker årets volymantagande 10 procent.
* Sales 1% above us, but EBIT 10% below on a softer gross margin * Past the H2'25 trough, larger volume ramp to start in Q4'26 * We cut '26e...
* Volumes pre-announced, sales +1%, EBIT -10% vs. ABGSCe * Lower quarterly gross margin drives lower EBIT figure * Positive on commercial ve...
* Q2 volumes pre-announced, we forecast sales -13%, EBIT -28% * Comps ease from Q3, both FX and volumes should turn into tailwinds * We cut ...
SinterCast rapporterar ett svagare första kvartal med lägre försäljning och resultat, men behåller hög lönsamhet, stark balansräkning och en...
* Q1 exceeded our expectations, but limited estimate revisions * Confirms that Q4 was likely the series production trough * Programme ramp-u...
* EEs +7%, sales +8%, adj. EBIT +53% vs. ABGSCe * Stronger EBIT driven by series production and milder FX * March marked first y-o-y product...
* Q1e: 2.8m EEs, -15% sales growth, 18% (37%) EBIT margin * FX headwinds to abate from Q2, market outlook improving *Growth outlook confirme...
SinterCast levererar fortsatt stark lönsamhet trots ett svagt Q4, där lägre nordamerikanska volymer tyngde utfallet men nya högvolymprogram ...
* EEs down 16% to 2.6m, SEK 4.6m installations, EBIT 7% above us * Opex, market and installation tailwinds drive 21% EPS growth in '26 * Aim...
* Sales +1%, adj. EBIT +7% vs. ABGSCe * Sets 8m EE milestone for '31, supported by new programmes * Sees market recovery in '26, forecasts a...
* We forecast sales -27% y-o-y, driven by EEs -13% and FX -9% * Substantial market weakness, tough comps & FX headwinds in '25e * Pent-up de...
SinterCast rapporterar sänkt omsättning och produktion för tredje kvartalet, med svagare konjunktur och utmaningar i fordonsindustrin.
* Pre-announced sales down 28% y-o-y due to several headwinds * 5m EE milestone pushed to '27 due to market, installations strong * Return t...
* Sales SEK 23.5m as pre-announced, EBIT +5% vs. ABGSCe * 5m EE milestone pushed to '27, expect '25 installations 10m, in line * Novelis fir...
* Q3 EEs 2.7m, down 23% y-o-y, sales SEK 23.5m, down 28% * Softening commercial vehicle market drives 19-15% EBIT cuts * Increased cyclical ...
Vi gör inga förändringar av våra estimat som redan återspeglar en starkare krona och lägre produktionsvolymer i år.
* Q2 in line, with automotive market and FX posing headwinds * Some uncertainty about targets, but very minor impact on estimates * Strong i...
- Sales -3%, adj. EBIT +1% vs. ABGSCe - Continued uncertainty in the automotive sector driven by tariffs - 5m EEs by '26 and y-o-y installat...
3.5m EEs, sales -13% (-8% FX), EBIT margin 36.2% (+5.
Bolaget rapporterar lägre produktionsvolym och försäljning än väntat för första kvartalet, men stärkt resultat tack vare valutasäkring och l...
Sales down 16% y-o-y as EEs remained flat q-o-q, 7% below us We push forward recovery a bit, but will come as FAW & MAN ramp No direct tarif...
Sales -7% (EEs -9%, SCs +15%), EBIT -19% vs. our estimates Opex in line, low equipment sales only a timing effect EEs will recover throughou...
Q1e sales -10% y-o-y as programme shutdown headwind remains FX hedge revaluations to drive strong 43% (23%) adj.
Bolaget rapporterar ett starkt kassaflöde på 8,41 SEK per aktie för 2024.
Solid Q4 in light of headwinds, FX revaluations boost margin We push 5% EE growth from '25e to 26e, FX impacts sales by -4% Reiterates finan...
Sales +0%, EBIT +31% vs. ABGSCe, beat driven by FX revaluations Underlying EBIT in line with our expectations, SEK 7.
EE headwinds from programme end-of-life and automotive market Mix effects and major FX revaluations likely to weigh on margin.
SinterCast redovisade en omsättning och bruttomarginal som var lägre än väntat.
Better than feared, sales still down 20% y-o-y, but margin held up well Near-term market and programme shut-down headwinds persist But new i...
14% EBIT beat on strong SC sales despite EE volume decrease Near-term headwinds from programme shut down and weak market Great installation ...
- Q3e: EEs 3.5m (4.2m), sales SEK 30m (40m), EBIT 38.
En väsentlig osäkerhetsfaktor om hur stort det avslutade högvolymprogrammet var har nu lyfts från aktien.
Q2 in line: sales up 11% y-o-y, adj. EBIT margin 37% (24%) Guides for -0.
Sales SEK 35m, EBIT SEK 13m, 37% margin, in line with ABGSCe Previously announced programme shut down impact of -0.
Q2e: 4.0m EEs, 58k SCs pre-announced, expect SEK 13m EBIT Cut sales by ~4%, EBIT by ~6% on lower EE volume vs.
Enviable financials: 10% sales and 20% 10-year EPS CAGR Shunned by funds, but ESG and electrification risks overblown We forecast 8% sales a...
Sintercast redovisade en positiv start på året och dubblade kassaflödet i kvartalet.
Strong y-o-y growth: EEs +18%, SCs +36%, sales +22% EBIT margin 23% (25%), ~33% adjusted for FX effects End-of-life programme in H2 will be ...
Strong growth, only slightly below our high expectations -4.
Q1e sales SEK 33.2m, up 25% y-o-y, EBIT margin 33.8% (24.
Har ni glömt bort SinterCast? Traton och Volvo har rusat på börsen.
Sales up 9% y-o-y, EBIT margin 44% (25%), partially due to FX Estimates down 3% on FX, '23-'26e adj.
Sales36.0m (-3% vs. ABGSCe), adj. EBIT 15.6m (+1% vs.
Prel. Q4 figures: EE 3.7m, revenue SEK 37m, EBIT SEK 15.
Allocates initial amount of up to SEK 5m (0.6% of MCap) Good complement to the company's recurring dividend Repurchases will be made in adva...
Revenue SEK 40.4m, up 35% y-o-y, adj. EBIT margin 41% (44%) Accounts for income tax from Q4'23, pays cash taxes from late '27e '23e-'25e adj...
Sales 40.3m (-7% vs. ABGSCe), adj. EBIT 16.7m (ABGSCe 19.
Expect a great Q3e: sales SEK 44m, up 46% y-o-y; 46% EBIT margin We raise '23e-'24e EBIT 7-4% on announced financial targets Hiring of Opera...
Revenue back on track, better margins from the next quarter Programme end-of-life announcement for H2'24, expect revenue dip Management rema...
Sales 31.7m (-2% vs. ABGSCe), EBIT 6.3m (ABGSCe 9.0m) Unspecified one-offs in quarter, we estimate adj.
• Q2e: We expect SEK 32.5m (+16%) sales and 9m EBIT (+64%) • Pre-released figures prove Q1 drop in sampling cups temporary • Outlook remains...
Slow start to '23, but March better, 4m-5m EE milestones delayed -14% y-o-y EBIT drop caused by temporary dip in cup sales Our '24e-'25e out...
EBIT SEK 6.5m (-43% vs. ABGSCe 11.4m), dip in cup sales Somewhat disappointing EEs of 3.
Q1e: We expect SEK 35.5m revenue and 11.4m EBIT '23e-'25e sales reduced by 3-7% on lowered FX and cup sales Strong outlook for '23e as produ...
Revenue in line, EBIT deviation nothing to worry about SinterCast delivered Q4 revenues of SEK 32.
EBIT SEK 8.0m (-25%% vs. ABGSCe 10.7m) Sales-mix driven EBIT deviation Trading at 17x ’23e EV/EBIT on pre-Q4 estimates Q4 results Sales cam...
Strong USD should keep supporting Q4 results... ...
Growth of 18% y-o-y, but 11% miss on our estimates We reduce estimates, but maintain positive outlook FV range of SEK 110-200 per share main...
EBIT SEK 12.9m (+24% vs. ABGSCe 10.4m) Q3 numbers imply EBIT upgrades of 4-3% Trading at 23x ’22e EV/EBIT on pre-Q3 estimates Q3 outcome Sa...
Series production keeps going strong US dollar boosts sales estimates Equipment pipeline remains empty for now Pre-released figures in li...
Continued series production ramp-up ’22e-’24e adj. EBIT up 5-3% on lower opex Fair value SEK 110-200, production targets reiterated Q2 adj.
Adj. EBIT SEK 10.4m (+38% vs. ABGSCe 7.5m) Isolated Q2 figures imply 7-4% estimate upgrades 22x ’22e EV/EBIT, 5-8% ‘22e-‘24e dividend yield ...
Q2 report due on Wednesday, 17 August Strong production volumes, sampling cups decline y-o-y Full order books support stable sales if demand...
Volumes to begin ramping up in newly added foundries ’22 and ’24 series production targets reiterated 21x ’22e EV/EBIT (adj.
Sales SEK 28.1m, EBIT SEK 7.6m Positive outlook as ’21 installations ramp up 22x ’22e EV/EBIT, 5-7% ‘22e-‘24e div.
Q1 report due on Wednesday 27 April Strong series production, softer equipment sales 21x ’22e EV/EBIT, 5-8% ’22e-’24e dividend yield Q1 exp...
Q2: EBIT of SEK 7.2m (-43% vs. ABGSCe at 12.6m) ’21e EBIT -14% on Q2 numbers, -3% for ’22e-’23e Fair value range of SEK 132-240 (137-248) pe...
Q2 EBIT of SEK 7.2m (-43% vs. ABGSCe at 12.6m) Expect negative revisions on isolated Q2 numbers 18x ’22e EV/EBIT, div.
