Equity analyst Markus Almerud interviews Ependion’s CEO Jenny Sjödahl after the Q2 release. They discuss the market drivers, defense as a focus segment, whether the weakness in order intake in the train segment is temporary, demand for Welotec’s products, trackside, the presentation of its offensive review it’s undertaken in Westermo, the development of X3, how manufacturing is developing and the margin trajectory.
See the interview here: https://youtu.be/1tSRmBJfmQ0