Andreas Koski's questions to Outotec (OUKPY) leadership • Q1 2025
Question
Andreas Koski of BNP Paribas S.A. inquired if strong Aggregates orders were due to pre-buying ahead of tariffs, Metso's long-term U.S. market position, the expected inventory release in coming quarters, and the rationale for a stable outlook despite highlighting uncertainty.
Answer
President and CEO Sami Takaluoma acknowledged some possible pre-ordering in U.S. Aggregates but said it was not the sole driver. He expressed confidence in Metso's competitive position due to its flexible supply chain. He reiterated the inventory reduction target of EUR 200 million from its peak. He explained the stable outlook reflects a balanced global view, acknowledging potential tariff risks while seeing stability overall.