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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.
* 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...
* EEs down 16% to 2.6m, SEK 4.6m installations, EBIT 7% above us * Opex, market and installation tailwinds drive 21% EPS growth in '26 * Aims to reach the 6m EE milestone in '29 and the 8m milestone in '31 Q4 results The report was largely in line with...
* Sales +1%, adj. EBIT +7% vs. ABGSCe * Sets 8m EE milestone for '31, supported by new programmes * Sees market recovery in '26, forecasts above market growth Q4 results Sales fell 26% y-o-y and were 1% above our estimate. Annualised engine equivalents...
* We forecast sales -27% y-o-y, driven by EEs -13% and FX -9% * Substantial market weakness, tough comps & FX headwinds in '25e * Pent-up demand, programme starts & installations bode well for '26e Q4 expectations With the automotive market still experiencing...
* Pre-announced sales down 28% y-o-y due to several headwinds* 5m EE milestone pushed to '27 due to market, installations strong* Return to growth in '26 on pent-up demand and programme rampsMarket headwinds and tough comps weigh on Q3As indicated by...