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2024-07-16 09:00:00
Equity analyst Markus Almerud intervjues Ependion's CEO Jenny Sjödahl after the release of its Q2 report. They discuss the market situation, the state of the train market, the acquisition of Blu Wireless minority, why it's not cutting more cost than it is in Westermo, how the implementation of Beijer Electronics' new strategy is progressing and how long the mix pressure will remain. Finally they are discussing the operating leverage impact and what is needed for the company to reach its margin target.
Find the interview on Penser Play: https://youtu.be/Pue3yISZaiM
This is a commissioned research from Carnegie Investment Bank. Read more here: https://www.carnegie.se/cr/penser-access/