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    Anders Idborg • ABG Sundal Collier

    Anders Idborg's questions to Metso Oyj (OUKPY) leadership

    Anders Idborg's questions to Metso Oyj (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 Metso Oyj (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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