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2/19/2024 10:02:05 AM - Exel Composites: A lot of room to improve - Evli - Exel’s Q4 figures remained very low as account activity is only now bottoming out after a challenging period due to weakening end-market demand and customer destocking.
2/16/2024 8:44:06 AM - Exel Composites: Figures remained weak - Evli - Exel’s Q4 results continued to be very low mostly across the board. Cash flow, however, remained on the positive side and Exel can expect improving results this year, although last year sets the comparison figures low.
11/14/2023 7:44:28 AM - Exel Composites: CMD notes - Evli - Exel’s CMD added details to its new strategy. Many important decisions are still to be worked out, but in our view the path for value creation is a lot clearer now.
11/7/2023 6:21:40 AM - Exel Composites: Earnings wait for higher orders - Evli - Exel has taken actions to recover earnings. In our view wind power orders should drive at least some growth next year, but order outlook uncertainty continues to limit upside.
11/3/2023 7:39:11 AM - Exel Composites: Cost measures continued - Evli - Exel’s Q3 headline figures were known beforehand. Volumes fell across the geographic regions and especially in North America where the business still lacked large wind power orders. Exel has continued to implement cost measures, and on the positive side working capital and inventory reductions helped produce a positive Q3 cash flow of EUR 1.2m.
10/20/2023 6:43:36 AM - Exel Composites: Still left waiting for higher volumes - Evli - Exel cut guidance as Q3 was very soft. Exel works out its new strategy in detail, to achieve at least some efficiency gains, yet volume remains the value driver for now.
8/21/2023 6:41:10 AM - Exel Composites: Looking to deliver more volumes - Evli - Exel’s results are yet to see demand pick up, and although valuation isn’t demanding uncertainty still limits upside.
8/18/2023 6:43:38 AM - Exel Composites: Q2 figures remained below estimates - Evli - Exel’s Q2 results remained very soft as many customer industries saw demand challenges and continued to reduce inventories. Revenue fell clearly below our estimate, which naturally hit EBIT hard, however profitability improved slightly q/q even though top line declined another 12% q/q.
5/3/2023 12:20:37 PM - Exel Composites: Preparing for larger volumes - Evli - Exel’s Q1 was expected to be soft but it turned out quite weak. This year will continue to see rather modest profitability while long-term potential still exists.
5/2/2023 7:14:35 AM - Exel Composites: Weaker than expected - Evli - Exel’s Q1 results came in clearly below our and consensus estimates. At least Q2 is also to remain weak, however H2’23 should see some improvement. Exel nevertheless downgraded its guidance due to weaker-than-expected short-term development and EUR 1m in additional costs related to a Wind power development program.
2/20/2023 7:55:29 AM - Exel Composites: Demand picks up towards year’s end - Evli Research - Heady growth continued in H1’22, but H2’22 was slower
2/17/2023 8:48:53 AM - Exel Composites: Q4 figures missed estimates - Evli - Exel’s Q4 figures missed our and consensus estimates. Top line declined as there was temporary softness in e.g. wind power orders. Cost management helped profitability remain flat y/y. Exel guides flat revenue for the year and expects adjusted EBIT to increase.
11/4/2022 9:18:34 AM - Exel Composites: Growth and EBIT potential remain - Evli - Exel’s Q3 results didn’t meet our estimates, but long-term EBIT potential remains significant even if it materializes somewhat slower than we previously estimated.
11/3/2022 7:46:13 AM - Exel Composites: Q3 figures a bit soft - Evli - Exel’s Q3 results came in soft relative to our estimates. There appears to be nothing particularly dramatic, but both top and bottom line landed relatively low after the strong Q2 report.
7/20/2022 12:43:19 PM - Exel Composites: Clearly above estimates - Evli - Exel’s Q2 report didn’t disappoint as both revenue and profitability clearly topped estimates. Growth was driven by a new aerospace application within the Transportation customer industry. Exel leaves guidance unchanged, which now appears cautious, but the company seems set to advance on its improving track.
5/2/2022 7:00:10 AM - Exel Composites: Catching up with potential - Evli - Exel’s EBIT appears bound to improve more from the recent lows. We make only minor revisions to our estimates.
4/29/2022 8:56:45 AM - Exel Composites: Profitability above estimates - Evli - Exel’s Q1 report showed the company is making progress in the US as the unit was back to black. Exel’s adjusted operating margin was considerably above our estimate even though there were certain other factors, namely product mix and higher variable costs, which negatively affected profit.
2/16/2022 7:43:10 AM - Exel Composites: Long-term EBIT trajectory intact - Evli - Exel’s Q4 EBIT was soft relative to estimates, yet demand doesn’t seem to abate and in our view the US unit should, sooner or later, again reach the required performance level. Long-term earnings potential therefore remains significant.
2/15/2022 9:18:43 AM - Exel Composites: Lots of growth, softish profitability - Evli - Exel’s Q4 results extended recent earnings reports trends to a certain degree. Top line continued to grow a lot faster than was expected, but profitability was still a bit soft relative to estimates. Exel made some progress with the challenges in the US, but it remains unclear just how quick earnings will improve this year.
11/5/2021 7:38:28 AM - Exel Composites: Profitability is already improving - Evli Research - Exel’s Q3 EBIT fell way more than estimated, but guidance implies improvement is already happening and we expect Exel to be back on its earlier EBIT track soon enough.
11/4/2021 9:33:16 AM - Exel Composites: Q3 profit hit harder than estimated - Evli Research - Exel’s top line continued to grow very fast in Q3, while the ramp-up of a Wind power product in the US impacted profitability more than estimated. Exel expects profitability improvement already for Q4 and specifies guidance.
7/21/2021 9:45:13 AM - Exel Composites: Extended heady growth - Evli Research - Q2 margins declined pretty much as expected
7/20/2021 8:40:43 AM - Exel Composites: Figures above our estimates - Evli Research - Exel Composites’ Q2 report was throughout better than we expected. Absolute profitability remained higher than we estimated as top line development was once again very strong. Relative profitability was close to what we expected, while order intake reached a new high.
5/3/2021 6:48:11 AM - Exel Composites: Multiples are rerating - Evli - Exel’s record Q1 orders surprised. In our view the next quarters’ orders determine how much forward-look the multiples warrant. Our TP is EUR 11, now rate HOLD (BUY).
4/30/2021 6:45:45 AM - Exel Composites: Pretty much as expected - Evli - Exel’s Q1 report was close to our expectations in terms of top line and profitability. Order intake was very high. Exel also highlights the risk that global raw materials challenges may hurt short-term profitability.
4/16/2021 7:07:16 AM - Exel Composites: Many sustained tailwinds add up - Evli - Exel continued to perform despite the pandemic. In our view the company remains positioned for strong organic growth in the years to come. The strategic priorities now work solid.
2/18/2021 7:34:39 AM - Exel Composites: Strong profitability once again - Evli Research - Exel Composites’ Q4 top line was slightly above estimates, but the strong profitability was a clear positive surprise. The overall impression is very solid.
7/22/2020 7:05:54 AM - Exel Composites: Profitability outshines uncertainties - Evli Research - Top line as expected, profitability a major positive surprise
5/7/2020 8:51:18 AM - Exel Composites: The story is not derailed – Evli Research - Exel Composites: The story is not derailed – Evli Research
5/6/2020 8:55:26 AM - Exel Composites: Q1 as expected but guidance is off – Evli Research - Exel Composites: Q1 as expected but guidance is off – Evli Research