Sign in

    Chitrita Sinha • JPMorgan Chase & Co.

    Chitrita Sinha's questions to Metso Oyj (OUKPY) leadership

    Chitrita Sinha's questions to Metso Oyj (OUKPY) leadership • Q1 2025

    Question

    Chitrita Sinha of JPMorgan Chase & Co. asked about the sustainability of strong small and mid-sized Minerals equipment orders, the delivery schedule for the Minerals backlog in 2025, and the regional sources of U.S. imports beyond China.

    Answer

    President and CEO Sami Takaluoma stated that the funnel for small and mid-sized Minerals orders remains solid, with more decisions expected in Q2. He confirmed the Minerals backlog delivery is weighted towards the second half of the year, with Q2 showing an increase over Q1. He also emphasized Metso's global supply chain flexibility, noting that the company has actively developed alternative sourcing from Asia, India, and other regions to mitigate reliance on any single country.

    Ask Fintool Equity Research AI

    Chitrita Sinha's questions to Metso Oyj (OUKPY) leadership • Q1 2024

    Question

    Chitrita Sinha questioned the drivers behind Q1 sales performance, asking about the influence of seasonality versus industry trends, and sought clarity on the expected pace of inventory reduction for the remainder of the year.

    Answer

    CFO Eeva Sipilä stated that Q1 sales reflected the lower order backlog from mid-2023 rather than seasonality. She expressed confidence in a sales pickup for Aggregates and noted that while inventory reduction faced challenges in Q1, actions are in place to achieve lower levels in the coming quarters.

    Ask Fintool Equity Research AI

    Chitrita Sinha's questions to Metso Oyj (OUKPY) leadership • Q1 2024

    Question

    Chitrita Sinha of JPMorgan Chase & Co. questioned whether the Q1 sales performance was due to company-specific seasonality or broader industry trends and asked about the expected cadence of inventory unwinding for the rest of the year.

    Answer

    CFO Eeva Sipilä stated that the sales performance is a direct reflection of the lower starting backlog from late 2023, not seasonality. On inventory, she acknowledged Q1 didn't see the planned reduction due to logistical challenges but affirmed that actions are in place to lower inventory levels in the coming quarters, balancing availability with cash flow generation.

    Ask Fintool Equity Research AI