Aktieanalys

SinterCast: Expect strong recovery after Q4 stoppage - ABG

ABG Sundal Collier Publicerad: 17 Apr 12:55

Q1e sales SEK 33.2m, up 25% y-o-y, EBIT margin 33.8% (24.9%)
Expect income statement taxes from Q3'24, cash taxes from late '27e
Fair value SEK 100-140, based on DCF model and historical P/E

Q1e: strong y-o-y growth and recovery after Q4 stoppage

For Q1e, we have SEK 33.2m in sales, up 25% y-o-y (26% org., -1% FX), driven by 21% growth in EEs to 4.0m and 43% growth in sampling cups to 47k. This also implies a strong recovery from Q4 EEs of 3.7m, which were 0.3m lower due to a stoppage at a customer's production line. We expect this will result in EBIT of SEK 11.2m (6.6m), for a margin of 33.8% (24.9%). On EPS, we have SEK 1.59 (0.89), and on lease adj. FCF we have SEK 9.9m (6.0m).

Länk till analysen i sin helhet: https://cr.abgsc.com/foretag/sintercast/Equity-research/2024/4/sintercast---expect-strong-recovery-after-q4-stoppage/

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