Analyser av SinterCast

SinterCast: Tredje kvartalet 2024 - Analysguiden

SinterCast redovisade en omsättning och bruttomarginal som var lägre än väntat.

SinterCast: Near-term headwinds, strong mid-term outlook - ABG

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...

ABG Sundal Collier • 06 Nov 15:06

SinterCast: Better than feared, strong installation outlook - ABG

14% EBIT beat on strong SC sales despite EE volume decrease Near-term headwinds from programme shut down and weak market Great installation ...

ABG Sundal Collier • 06 Nov 10:41

SinterCast: Double headwinds in H2, but strong pipeline - ABG

- Q3e: EEs 3.5m (4.2m), sales SEK 30m (40m), EBIT 38.

ABG Sundal Collier • 28 Oct 16:29

Sintercast: Andra kvartalet 2024 - Analysguiden

En väsentlig osäkerhetsfaktor om hur stort det avslutade högvolymprogrammet var har nu lyfts från aktien.

Analysguiden • 30 Aug 11:26

SinterCast: Strong Q2 with guidance on H2 shutdown - ABG

Q2 in line: sales up 11% y-o-y, adj. EBIT margin 37% (24%) Guides for -0.

ABG Sundal Collier • 21 Aug 15:06

SinterCast: In-line report, guides for 3.7m EEs in '24 - ABG

Sales SEK 35m, EBIT SEK 13m, 37% margin, in line with ABGSCe Previously announced programme shut down impact of -0.

ABG Sundal Collier • 21 Aug 08:52

SinterCast: EEs announced, est. sales +11%, 38% margin - ABG

Q2e: 4.0m EEs, 58k SCs pre-announced, expect SEK 13m EBIT Cut sales by ~4%, EBIT by ~6% on lower EE volume vs.

ABG Sundal Collier • 01 Aug 07:39

SinterCast: Another decade of growth ahead - ABG

Enviable financials: 10% sales and 20% 10-year EPS CAGR Shunned by funds, but ESG and electrification risks overblown We forecast 8% sales a...

ABG Sundal Collier • 15 May 07:14

SinterCast: Första kvartalet 2024 - Analysguiden

Sintercast redovisade en positiv start på året och dubblade kassaflödet i kvartalet.

Analysguiden • 26 Apr 10:07

SinterCast: Marks three years of y-o-y growth - ABG

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 ...

ABG Sundal Collier • 25 Apr 06:57

SinterCast: Revaluation of hedge contracts weigh on EBIT - ABG

Strong growth, only slightly below our high expectations -4.

ABG Sundal Collier • 24 Apr 10:30

SinterCast: Expect strong recovery after Q4 stoppage - ABG

Q1e sales SEK 33.2m, up 25% y-o-y, EBIT margin 33.8% (24.

ABG Sundal Collier • 17 Apr 12:55

SinterCast: En gjuten aktie i portföljen - Analysguiden

Har ni glömt bort SinterCast? Traton och Volvo har rusat på börsen.

Analysguiden • 05 Apr 10:53

SinterCast: 9% y-o-y growth despite temporary stoppage - ABG

Sales up 9% y-o-y, EBIT margin 44% (25%), partially due to FX Estimates down 3% on FX, '23-'26e adj.

ABG Sundal Collier • 29 Feb 07:25

SinterCast: Strong installation outlook for '24-'25 - ABG

Sales36.0m (-3% vs. ABGSCe), adj. EBIT 15.6m (+1% vs.

ABG Sundal Collier • 28 Feb 09:10

SinterCast: Small revenue hiccup, but EBIT impresses - ABG

Prel. Q4 figures: EE 3.7m, revenue SEK 37m, EBIT SEK 15.

ABG Sundal Collier • 24 Jan 15:07

SinterCast: Initiates buyback programme - ABG

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...

ABG Sundal Collier • 21 Nov 2023 10:17

SinterCast: Another production record, NRI hurts margin - ABG

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...

ABG Sundal Collier • 09 Nov 2023 07:17

SinterCast: Strong volume, but 7% below on revenue - ABG

Sales 40.3m (-7% vs. ABGSCe), adj. EBIT 16.7m (ABGSCe 19.

ABG Sundal Collier • 08 Nov 2023 09:50

SinterCast: Record pre-released Q3 figures - ABG

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...

ABG Sundal Collier • 18 Oct 2023 12:18

SinterCast: Not a major blow to the long-term outlook - ABG

Revenue back on track, better margins from the next quarter Programme end-of-life announcement for H2'24, expect revenue dip Management rema...

ABG Sundal Collier • 16 Aug 2023 13:52

SinterCast: Better margins next time - ABG

Sales 31.7m (-2% vs. ABGSCe), EBIT 6.3m (ABGSCe 9.0m) Unspecified one-offs in quarter, we estimate adj.

ABG Sundal Collier • 16 Aug 2023 09:04

SinterCast: Series production back on track - ABG

• Q2e: We expect SEK 32.5m (+16%) sales and 9m EBIT (+64%) • Pre-released figures prove Q1 drop in sampling cups temporary • Outlook remains...

ABG Sundal Collier • 31 Jul 2023 07:27

SinterCast: Unfortunate start to '23, but outlook still strong - ABG

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...

ABG Sundal Collier • 27 Apr 2023 07:19

SinterCast: 4m and 5m EE milestones likely delayed - ABG

EBIT SEK 6.5m (-43% vs. ABGSCe 11.4m), dip in cup sales Somewhat disappointing EEs of 3.

ABG Sundal Collier • 26 Apr 2023 10:33

SinterCast: We expect EBIT up 50% y-o-y - ABG

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...

ABG Sundal Collier • 13 Apr 2023 08:49

SinterCast - A record year - ABG

Revenue in line, EBIT deviation nothing to worry about SinterCast delivered Q4 revenues of SEK 32.

ABG Sundal Collier • 09 Feb 2023 12:42

SinterCast: Production in line, installations picking up - ABG

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...

ABG Sundal Collier • 08 Feb 2023 09:10

SinterCast: Solid '23e-'24e growth prospects, but lower FX - ABG

Strong USD should keep supporting Q4 results... ...

ABG Sundal Collier • 23 Jan 2023 07:38

Sintercast: A slight bump in the revenue growth road - ABG

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...

ABG Sundal Collier • 07 Nov 2022 07:26

Sintercast: Strong profits despite softer volumes - ABG

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...

ABG Sundal Collier • 04 Nov 2022 10:20

SinterCast: Stable in uncertain times - ABG

Series production keeps going strong US dollar boosts sales estimates Equipment pipeline remains empty for now Pre-released figures in li...

ABG Sundal Collier • 11 Oct 2022 11:15

SinterCast: Production ramp-up on track - ABG

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.

ABG Sundal Collier • 18 Aug 2022 07:26

SinterCast: Keeping costs down while growing - ABG

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 ...

ABG Sundal Collier • 17 Aug 2022 08:45

SinterCast: Production ramping up on the ’21 installations - ABG

Q2 report due on Wednesday, 17 August Strong production volumes, sampling cups decline y-o-y Full order books support stable sales if demand...

ABG Sundal Collier • 20 Jul 2022 07:18

SinterCast: New installations from ’21 to drive ’22e growth - ABG

Volumes to begin ramping up in newly added foundries ’22 and ’24 series production targets reiterated 21x ’22e EV/EBIT (adj.

ABG Sundal Collier • 28 Apr 2022 10:01

SinterCast: Installations from ’21 start ramping up - ABG

Sales SEK 28.1m, EBIT SEK 7.6m Positive outlook as ’21 installations ramp up 22x ’22e EV/EBIT, 5-7% ‘22e-‘24e div.

ABG Sundal Collier • 27 Apr 2022 09:22

SinterCast: Series production starts off strong in ’22 - ABG

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...

ABG/Introduce • 25 Apr 2022 14:39

Sintercast - EBIT deviation from delayed installations - ABG

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...

ABG/Introduce • 19 Aug 2021 13:32

Sintercast: Miss on lower gross margin and installations - ABG

Q2 EBIT of SEK 7.2m (-43% vs. ABGSCe at 12.6m) Expect negative revisions on isolated Q2 numbers 18x ’22e EV/EBIT, div.

ABG/Introduce • 18 Aug 2021 10:50

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