Q1 expectations
With no machine orders announced during the quarter, we expect Q1e to be soft for Impact Coatings. We estimate sales of SEK 7m (vs. SEK 4m in Q1'24 and SEK 42m Q4'24). We believe that the weaker order momentum could partly be related to the Lunar New Year holidays, as China (the company's largest market) had large parts of its industry shut down during the quarter. As a consequence of lower volumes in Q1, we expect EBIT to decline q-o-q and y-o-y, and we estimate SEK -20m (vs. SEK -16m in Q1'24 and SEK -4m in Q4'24). We estimate the company will end the quarter with a cash balance of SEK 16m, which can be compared to the R12m FCF lease adj. of SEK -89m.
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