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    Isha Sharma • Stifel

    Isha Sharma is an equity analyst at Stifel Nicolaus, specializing in the chemicals and materials sector with coverage of companies such as Kemira Oyj and Covestro. Sharma has issued ratings including a Hold on Kemira Oyj, underpinned by analysis of company financials, guidance, and market stability, and is recognized for producing detailed, data-driven research reports for institutional investors. Prior to Stifel, Sharma's career background and any prior positions are not publicly detailed, but their focus on European specialty chemicals firms is evident through regular industry coverage. Professional credentials such as specific FINRA registration or securities licenses are not publicly disclosed, though Sharma is regularly cited in public analyst communications and industry resources.

    Isha Sharma's questions to Fuchs Se (FUPBY) leadership

    Isha Sharma's questions to Fuchs Se (FUPBY) leadership • Q1 2024

    Question

    Isha Sharma from Stifel Financial Corp. asked about the drivers behind the sequential margin decline in the EMEA region and the potential time lag for passing on rising raw material costs to customers.

    Answer

    CFO Isabelle Adelt clarified that FUCHS primarily compares regional performance year-over-year due to seasonality, highlighting a strong YoY improvement in EMEA. She noted it is too early to discuss price increases as raw material trends are mixed. Adelt reiterated that the typical pass-through lag for price changes, both up and down, is approximately 12 weeks before impacting the P&L.

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    Isha Sharma's questions to Fuchs Se (FUPBY) leadership • Q1 2024

    Question

    Isha Sharma from Stifel asked about the drivers behind the sequential margin decline in the EMEA region and the time lag required to pass on rising raw material costs to customers.

    Answer

    CFO Isabelle Adelt clarified that FUCHS primarily compares regional performance year-over-year due to seasonality, highlighting a strong YoY improvement in EMEA. She stated it is too early to decide on price increases, as raw material indicators are mixed. However, she reminded that the typical time lag for price adjustments to affect the P&L is approximately 12 weeks, for both increases and decreases.

    Ask Fintool Equity Research AI

    Isha Sharma's questions to Fuchs Se (FUPBY) leadership • Q1 2024

    Question

    Isha Sharma from Stifel asked about the drivers behind the sequential margin decline in the EMEA region and the time lag required to pass on rising raw material costs. She also questioned whether the company anticipates implementing price increases soon.

    Answer

    CFO Isabelle Adelt clarified that FUCHS evaluates regional performance on a year-over-year basis to account for seasonality, noting that EMEA showed strong YoY improvement. She stated it is too early to decide on price increases as raw material cost indicators are still mixed. Adelt reminded that the typical time lag for price adjustments to impact the P&L is approximately 12 weeks, applicable to both price increases and decreases.

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