InfraCom Q4 2023: Sales in line but lower margins - Redeye

Redeye states the report aligned with our sales estimate, but periodization effects and organizational investments put temporary weight on the margins, which came in 6pp below our EBIT-margin estimate. Redeye expects to lower our short-term EBIT-margin estimate below management’s target. Redeye expects the impact on the fair value range to be limited.

Länk till analysen i sin helhet: https://www.redeye.se/research/983777/infracom-q4-2023-sales-in-line-but-lower-margins?utm_source=finwire&utm_medium=RSS