Andreas Koski's questions to Metso Oyj (OUKPY) leadership • Q1 2025
Question
Andreas Koski of BNP Paribas asked if Aggregates orders were boosted by pre-buying ahead of tariffs, questioned Metso's long-term U.S. market position, inquired about the expected inventory release, and sought clarity on the stable outlook despite uncertainty.
Answer
President and CEO Sami Takaluoma acknowledged a possibility of some pre-ordering in Aggregates but noted it was a small portion of total orders. He expressed confidence in Metso's U.S. position, citing a flexible supply chain as a potential advantage. He confirmed the inventory reduction target is EUR 200 million from its peak. The stable outlook, he explained, is a global assessment, but the company chose to transparently flag the potential tariff-related risks.