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SENASTE
Scanfil reported 1% above our net sales forecast in Q4. Operating profit was 3% above our estimates in Q4. Full year 2023 revenue guidance midpoint indicates 1.6% y/y revenue growth in 2023. Operating profit guidance midpoint gives 6.2% EBIT margin for 2023 (consensus 6.1%). Overall, we believe the market consensus for operating profit 2023 will be upgraded by 4-5% after the earnings announcement. Dividend proposal is EUR 0.21 compared to consensus of EUR 0.20. The company still sees the availability of semiconductors to be partly challenging. Scanfil also sees the North American and Asian markets as interesting expansion areas which could indicate that German EMS market is no more an acquisition target area. Central European offering is expanded by adding 8,000 m² new floor space (EUR 6m) to Scanfil’s Polish factory. Christophe Sut will start as the new CEO of at the latest on the 1st of September 2023.
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