Redeye comments on Carasent’s Q3 2026 report, which showed ARR in line with our forecast and EBITDA–CAPEX well above our expectations, helped by good cost control and a rapidly improving Infosolutions. Germany continues to dilute growth, but the Nordics are performing well. We retain our positive view of Carasent and expect minor, potentially slightly positive, adjustments to our forecasts and Base Case.
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