Q3 expectations
The EMS industry is facing accelerated demand headwinds as evidenced by peer reports and Inission's reduced FY financial targets. Therefore, we forecast Q3 sales to be down 7% y-o-y (-12% organic), compared to +2% in H1, and an adj. EBITA margin of 5.4% (8.8%), with the margin decreasing vs. a tough comparison as cost reductions are lagging volumes.
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