Redeye returns with an updated view following Nekkar’s Q1 figures, which missed our expectations by about 20%, primarily driven by Syncrolift. We make mixed estimate changes, with net negative effects on our FY26 forecast and a slight trim to FY27. The long-term outlook remains favorable, with expected Syncrolift tender outcomes of NOK3bn for the remainder of 2026. We make small positive valuation adjustments.
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