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Redeye updates its fair value range following Alelion’s Q4 report, which was weaker than expected. Sales was lower than expected, driven by components shortages among Alelion’s customers, postponing deliveries. The margin was also lower than expected, driven by cost inflation and price increases not being fully implemented yet (full effect in Q2 2023). We do, however, argue that 2023 looks very bright for Alelion, given its 2023 order backlog of SEK230m. As a result, we expect Alelion to become EBITDA-positive in Q4 2023. It is however necessary to issue equity in the near term as the cash position was SEK0m by the end of the quarter. We expect this to happen in the coming weeks.
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