Outlook and estimates Consensus EBIT estimates are likely to come up ~5% on the back of this to reflect a majority of the high order intake converting to sales over the next year. We expect the challenging conditions in China to subside. Varian, a major linac manufacturer, has faced similar China issues, with lower installations. However, it in May reiterated its full year guidance as it expects to recover lost volumes in H2. We are a bit cautious than Varian on the China linac market based on our discussions with Elekta. However, we believe that large share of missed H1’22 installations can be recovered. Considering C-RAD’s products are often installed in conjunction with new linacs, we believe that it too should benefit in H2.
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