contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


exel-composites-picking-speed-below-our-earlier-expectations

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Aapeli Pursimo

Exel Composites is a manufacturing company. The company manufactures and markets composites used in demanding industrial environments. In addition to its core business, lamination and extrusion are also performed. The largest operations are found around Europe and Asia with customers in the manufacturing and aerospace industries. Exel Composites was founded in 1960 and is headquartered in Vantaa.

Interesting. We’ll find out next week. Wild guess: Aktia wanted to lighten its position and Erkki bought.

Did I see correctly that there was a 600k block trade on Exel today? Is there any information about this?

Muoviteollisuus ry              LMS: Paluu tulevaisuuteen - Muoviteollisuus ry    Vuoden 2025 LMS: Paluu tulevaisuuteen                             It must have been quite an interesting seminar. Exel has something to offer for everyone.

Tekniikka&Talous – 17 Nov 25              Tuulivoimajätti jakelee potkuja – 900 joutuu lähtemään    Tekniikka&Talous tarjoaa oivalluksia, näköaloja ja hyötytietoa teknologiasta ja sen vaikutuksista.                             How should one interpret this now? Efficiency improvement is always quite logical, but what is the root cause now? Isn’t the turbine selling? How far-reaching an impact will something like this have?

Aapeli, as a diligent fellow, has prepared a new company report on Exel.  Exel’s Q3 operational development was well in line with our expectations. The company’s order book continued to strengthen as positive market development continued, and Exel also announced a new major framework agreement on the results day. The overall picture strengthened our confidence in our strong earnings growth expectations for the coming years, to which we also made slight positive revisions. With our current forecasts, we see the stock’s valuation picture as attractive looking to next year, reflecting which we reiterate our ‘add’ recommendation and raise our target price to 0.45 euros (previously 0.43 €). Quoted from the report: Reflecting the realized development, Exel’s net debt at the end of the quarter was 28.0 MEUR, and its ratio to the adjusted EBITDA for the previous 12 months was 3.4x, which exceeded the company’s target level (below 3.0x). On the balance sheet side, the net gearing ratio was 99% and the equity ratio was 32%. In our opinion, the situation slightly raises risks, especially concerning working capital development, but we still see the situation as tolerable, provided that the working capital situation does not significantly worsen and the earnings level and cash flow strengthen during the coming quarters. Additionally, the sale of the UK factory could support the key figures.                   Inderes              Exel Composites Q3'25: Kasvun kiihtyminen siintää jo silmissä - Inderes    Exelin Q3:n operatiivinen kehitys oli hyvin linjassa odotustemme kanssa.

Exel Composites CEO Paul Sohlberg was interviewed by Aapeli.                   Inderes              Exel Composites Q3'25: Tilaukset kasvussa - Inderes    Aika: 06.11.2025 klo 17.29 Exel Compositen Q3:n liikevaihto laski 2 % vuodentakaisesta. Ohjeistus on ennallaan. Saadut tilaukset kasvoivat kuitenkin 27,8 prosenttia. Exel Compositen toimitusjohtaja Paul Sohlberg haastattelussa.                             Topics: 00:00 Introduction  00:09 Q3 highlights  01:09 Data breach  02:00 Sale of UK property  02:51 Production transfer  04:48 Customer satisfaction  06:05 Costs of production transfer  06:53 Ramp-up of Indian factory  08:45 Indian customers  09:48 Vestas  10:59 Factory utilization rates  12:32 Development of demand situation  13:51 Agreement announced today  19:35 Interest in the application  20:01 Was the order the same as mentioned in the report?  20:42 Impact of tariffs  21:26 Raw material prices in the United States  23:24 Exel’s starting points for the next strategy phase  24:39 Weakening of the balance sheet due to working capital

It’s a shame that deal with KONE wasn’t elaborated on more, just thinking about the size differences between this and de angel.

Exel Composites

Exel's Q2 results were well in line with our expectations, but the overall picture of the report turned disappointing with a soft order intake. We expect momentum to come from lower levels than previously expected and have lowered our growth and earnings estimates for the coming years due to the uncertainty surrounding the rate and timing of the recovery in demand. 

<p>Exel's Q2 results were well in line with our expectations, but the overall picture of the report turned disappointing with a soft order intake. We expect momentum to come from lower levels than previously expected and have lowered our growth and earnings estimates for the coming years due to the uncertainty surrounding the rate and timing of the recovery in demand. Expectations for the stock are not high in light of the historical earnings level, but with increased uncertainty about earnings growth prospects, the valuation is not attractive for further purchases in the short term. </p> 

	2022	23e	24e
Revenue	137.0	108.8	122.9
growth-%	1.9 %	-20.6 %	13.0 %
EBIT (adj.)	8.0	2.0	4.6
EBIT-% (adj.)	5.9 %	1.8 %	3.7 %
EPS (adj.)	0.15	-0.03	0.03
Dividend	0.05	0.01	0.01
Dividend %	3.7 %	3.0 %	3.0 %
P/E (adj.)	8.8	neg.	11.7
EV/EBITDA	9.4	6.4	4.7

Exel Composites: Picking up speed below our earlier expectations

Key Estimate Figures2023-08-21

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