Mycronic Q4 - Presentation of Q4 2025, followed by Q&A
Автор: Investor Studios
Загружено: 2026-02-05
Просмотров: 251
Описание:
Anders Lindqvist, President and CEO and Pierre Brorsson, CFO and Sr VP Corporate Development, present. Sven Chetkovich, Director Investor Relations, is the moderator.
00:00 Introduction
00:40 Presentation starts by CEO
10:20 CFO presents
20:20 Handelsbanken: outlook and the contribution from new products
24:00 Technical difference between Mycronic and competition
25:15 SEB inquiring about price development
26:15 Capacity utilization and possible limitations
28:00 ABG: Employment stock options program here to stay?
30:15 Are margins sustainable for Global Technologies?
31:54 Nordea: Display shipments outlook
33:14 Can OEM absorb and cost inflation?
34:20 What is driving the positive outlook?
35:50 BofA: Demand from China and others
37:50 The mix between new machines and upgrades
38:20 Margins, mix and outlook
39:45 Handelsbanken: Aftermarket and the revenue split
40:40 FX impact and long term projections
41:54 SEB: Which division will have the highest growth 2026/2027?
44:08 Nordea: Global technologies and guidance for margins
45:20 BofA: New inspection tools estimate market share
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