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    Alain Oberhuber

    Managing Director and Senior Equity Analyst at MainFirst

    Alain Oberhuber is a Managing Director and Senior Equity Analyst at MainFirst Bank AG, specializing in European Consumer Goods with in-depth coverage of major companies such as Nestlé and other leading players in the sector. Renowned for his incisive company analysis, Oberhuber has contributed valuable investment insights, including high-profile transactions like Nestlé’s strategic divestments. With a career spanning over two decades, he has held senior analyst positions at prominent firms before joining MainFirst, building a reputation for fundamental research and market acumen. Oberhuber holds advanced financial analysis credentials and is recognized in the industry for his expertise in consumer goods equities.

    Alain Oberhuber's questions to BARN.SW leadership

    Alain Oberhuber's questions to BARN.SW leadership • H1 2017

    Question

    Alain Oberhuber of MainFirst inquired about the composition of working capital, specifically the split between physical inventory and futures, the potential for further reductions in receivables and payables, and the gross margin contribution from the Gourmet versus the Food Manufacturing segments.

    Answer

    CFO Victor Balli explained that while he couldn't provide an immediate inventory split, the company continues to make small gains on receivables and payables and is now focusing on older receivables like VAT. He clarified that Gourmet margins are being maintained to support its high growth, whereas the Food Manufacturing segment sees continuous margin expansion driven by a better client and product mix, including more specialty products.

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