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2025-10-22 14:23:00
Equity analyst Markus Almerud interviewed Ependion's CEO Jenny Sjödahl after publication of the Q3 report. They discuss the drivers behind the decline in order intake, the level of demand, the new focus on defense, the status of the Welotec integration, the weakness of the train segment, the impact on Westermo's earnings from the standstill of some of Stora Sundby's production, the order level of the X3 products, the importance of the Hyundai order, the level of demand for Beijer Electronics' products, the driver of the margin expansion and the importance of volumes to raise the margins.
Se the interview here: https://youtu.be/gYDnjUV43CY