Carasent: Seasonality effects at play, ARR stable - Redeye

Redeye has updated its estimates for Carasent following the Q3 2023 report, which was heavily influenced by a seasonality pattern that we underestimated. Margins improved somewhat compared to H1 2023 and we believe Carasent will continue growing into its cost structure naturally as sales volumes expand. The next important catalyst is Carasent’s Capital Markets Day on November 7.

Länk till analysen i sin helhet: https://www.redeye.se/research/952739/carasent-seasonality-effects-at-play-arr-stable?utm_source=finwire&utm_medium=RSS