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SENASTE
Due to delays at customer level, SyntheticMR sees Q1 sales of SEK 10m (down c. 30% y/y; SEBe at SEK 19.5m). Although commented to be related to delays, we argue Q1 performance likely warrants a more cautious stance on FY estimates as at least some of the delays seem to be related to supply-chain issues at OEMs that may continue for longer in our view. Mechanically, the Q1 miss would lower our FY/22 sales estimates by c. 10%.
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