Q2'23 results
Q2 sales were slightly below our estimate, mainly due to Aurdel still facing industry-wide problems, such as destocking. However, Aurdel surprised on the upside on EBIT, as gross margins were better than we expected. The other three segments beat our sales estimate by 9% but missed on EBIT by an aggregate of SEK 1m. We also note that EFUEL has added Charge Amps as a supplier to fill the gap created by Easee's sales ban - an important step towards lowering the supplier risk in the segment.
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