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SENASTE
We see the structural growth story for Balco forming from the EU green transformation policy, with its glazed balcony solutions providing meaningful energy savings for buildings. Also, we see scope for M&A this year as well (Balco targets annual sales and EPS growth of 10% and 20%, respectively). Reflecting deteriorating sentiment in Q2, we have cut our order intake assumptions (shifting to H2). We reiterate our mid-point of SEK 145.
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