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    Anders Idborg

    Research Analyst at ABG Sundal Collier

    Anders Idborg is an Equity Research Analyst at ABG Sundal Collier in Stockholm, specializing in the capital goods and Swedish industrial sectors. He provides research coverage for leading companies such as Assa Abloy, Sandvik, and Atlas Copco, and is recognized as a top-ranked analyst in these areas. Idborg joined ABG Sundal Collier's research team in September 2021, bringing significant expertise in industrial equities, though details on his prior roles are not widely publicized. He maintains an extensive professional network and is known for his analytical rigor, but specific performance metrics and securities licensing details are not publicly available.

    Anders Idborg's questions to Outotec (OUKPY) leadership

    Anders Idborg's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Anders Idborg asked for the reason behind the low sales deliveries in the Minerals segment and questioned if the current backlog now fully reflects a favorable price-versus-cost situation.

    Answer

    CFO Eeva Sipilä explained that the low sales figure was not a surprise and was due to the timing of backlog delivery schedules, which can vary between quarters. She confirmed that the current margin performance is representative, as legacy, lower-margin contracts are now 'pretty much done'.

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    Anders Idborg's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Anders Idborg from ABG Sundal Collier asked for the reason behind the low sales delivery in Minerals relative to the order run-rate and questioned if the current backlog fully reflects a favorable price-versus-cost situation.

    Answer

    CFO Eeva Sipilä explained that the lower sales in Minerals were not a surprise and reflect the timing of deliveries from the backlog, which has less stable POC-type billing and more complete-cost billing that varies between quarters. She confirmed that the current backlog is representative of a favorable price/cost situation, with most legacy contracts having flowed through.

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