Wages and engineer access remain a hurdle FY'22 guidance is reiterated at revenues of SEK 264-292m (ABGSCe SEK 278m, cons. SEK 281m) and an EBIT margin of "Better than -15%” (ABGSCe -13.6%, cons. -12%). The reiteration accounts for a continued impact from a lag of access to skilled engineers and wage inflation.
Transformation strategy is in progress With key aspects to the transformation strategy including 1) the product investment plan and 2) the industrial investment plan, we are noting that the R&D spending is accelerating, in order for GomSpace to build out its offering of standard products, and to ensure modularity going forward. We thus change our estimates to reflect higher R&D costs for FY ’22-‘24, while remaining confident in our topline estimates for the period. Overall, while the percentage changes look material, we reiterate our scenario based fair value range of SEK 7-45, as the ... Läs mer på ABG Sundal Collier
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