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Infracom: Transformative times ahead - Redeye

Redeye maintains its positive view on Infracom following the Q1 2023 report, in which sales came in slightly below our expectations despite, once again, substantial acquired growth. At the same time, the EBIT margin was stronger than expected. Overall, we make minor forecast adjustments while our valuation is intact.

Redeye maintains its positive view on Infracom following the Q1 2023 report, in which sales came in slightly below our expectations despite, once again, substantial acquired growth. At the same time, the EBIT margin was stronger than expected. Overall, we make minor forecast adjustments while our valuation is intact.
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