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SinterCast is a manufacturing company focused on the development and production of cast iron components for the automotive industry. The company's products are aimed at manufacturers of engines and transmission systems. SinterCast has a global presence and serves customers in the automotive, truck and engine industries worldwide. SinterCast was founded in 1983 and is headquartered in Katrineholm, Sweden.
* Recovery confirmed as EE volumes ramp * Sales in line, EBIT +19% vs. ABGSCe * We raise '26e-'28e EBIT by 9-4% Long-awaited EE acceleration now here Q3 marked the start of the awaited EE ramp, with a return to y-o-y growth for the first time since Q2...
* Volumes pre-announced * Sales in line, EBIT +19% vs ABGSCe * Share trading at 23-13x '26e-'28e Q3 results Sales grew 46% y-o-y and were in line with our estimate. Annualised engine equivalents produced were 3.25m, growing 19% y-o-y, and were thereby...
* Q3 volumes ahead of expectations * '26e EBIT up by 11% on higher volumes * We see a return to growth as demand recovers Q3 volumes ahead of our estimates Last week, SinterCast pre-announced Q3 volume data ahead of the report on 4 November. Series production...
* Sales 1% above us, but EBIT 10% below on a softer gross margin * Past the H2'25 trough, larger volume ramp to start in Q4'26 * We cut '26e-'28e EBIT by 9-4% on ramp timing and FX Q2 results Q2 sales were 1% above ABGSCe while EBIT was 10% below, at...
* Q2 volumes pre-announced, we forecast sales -13%, EBIT -28% * Comps ease from Q3, both FX and volumes should turn into tailwinds * We cut '26e EBIT by 4%, but raise '27e-'28e by 2-6% Q2 expectations SinterCast's H1 production update effectively pre...
* Q1 exceeded our expectations, but limited estimate revisions * Confirms that Q4 was likely the series production trough * Programme ramp-up and stabilising market support recovery Q1 results SinterCast delivered a reassuring Q1 as Engine Equivalent...
* EEs +7%, sales +8%, adj. EBIT +53% vs. ABGSCe * Stronger EBIT driven by series production and milder FX * March marked first y-o-y production increase in 15 months Q1 results Sales fell 7% y-o-y but were 8% above our estimate. Annualised engine equivalents...
* Q1e: 2.8m EEs, -15% sales growth, 18% (37%) EBIT margin * FX headwinds to abate from Q2, market outlook improving *Growth outlook confirmed by incoming CEO in fireside chat Q1 expectations While the market outlook is improving for SinterCast, Q1 will...