Mycronic Q4 - Presentation of Q4 2025, followed by Q&A скачать в хорошем качестве

Mycronic Q4 - Presentation of Q4 2025, followed by Q&A

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