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Incap Q1'23: Hur sover Otto Pukk?

By Isa HuddCommunity Manager
Incap

Incaps Q1:a var solid, men fokuset ligger på vinstvarningen i april. Största kunden trycker på bromsen och vill sänka egna lagernivåer. Är detta strukturell problematik, eller en kortsiktig motgång? Hur går det med lönsamheten, den frigjorda kapaciteten och den nya fabriken i Indien? Hur guidar man framöver och hur sover vd Otto Pukk om natten?

00:00 Start
00:50 Vinstvarningen i april
03:15 Största kunden bromsar in
03:55 Kortsiktiga, eller strukturella problem?
05:11 Guidance
07:27 Vad göra med den fria kapaciteten?
09:00 Indien
10:40 Orderingång för övriga kunder 
11:36 M&A planer
12:15 Q1’2023
13:28 Risker 
15:28 Hur sover Otto Pukk?

Läs den senaste analysen: Incap: the market verdict seems slightly exaggerated, published 2023-04-19

Läs mer om Incap.

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