Aktuellt
SENASTE
Redeye comments on Alelion's Q1 report, where the gross margin was nine percentage points better than expected, but sales was somewhat softer. The former is due to price increases starting to pay off, while the latter seems to be due to the recurring theme of Alelion's customers postponing deliveries due to component shortages. It is important to point out that this supply chain issue lies on Alelion's customers and not Alelion - even if it somewhat affects Alelion's near-term sales curve. All in all, we deem the report to be largely in line with our expectations, but we are positive about the increased margins. The order book for delivery in 2023 still sits at SEK230m, laying the foundation for a very solid H2 2023.
LÄS MER
