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Incap Q1'23: Is Pukk sleeping well?
Incap’s Q1 was solid, but focus lies on the profit warning issued in April. The biggest customer is applying the brakes and wants to lower its inventories. Is this a structural problem or a temporary setback? What will happen with profitability, the released capacity and the new factory in India? What does the future guidance look like and how is CEO Otto Pukk sleeping?
Contents:
00:00 Start
00:54 Profit warning and visibility
02:49 Taken by a surprise
03:44 Growth and moved orders
05:32 Temporary issue?
07:17 Easing of component shortage
08:47 Q1’2023
10:29 Spare capacity
12:20 India
14:58 Personel in India
15:33 Profitability
15:54 Order intake for rest of the customer base
16:43 Possible M&A
17:54 Guidance
19:24 Skin in the game
Read the latest research, Incap: The market verdict seems slightly exaggerated, published 2023-04-19
Read more about Incap.