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    Jörn Lundahl

    Research Analyst at UBS

    Jörn Lundahl is an Executive Director and Equity Analyst at UBS, specializing in the coverage of the industrials sector with a particular focus on European capital goods and engineering companies. He covers major firms such as Siemens, ABB, Sandvik, and Atlas Copco, and is recognized for delivering investment recommendations that consistently outperform industry benchmarks, with a documented success rate above 60% on platforms tracking analyst performance. Lundahl began his career in equity research in the early 2010s, holding analyst positions at SEB before joining UBS in 2017, and has since established his reputation for detailed company analysis and reliable market insights. He holds FINRA Series 7 and 63 licenses and is well-regarded in the industry for his informed, data-driven approach to investment research.

    Jörn Lundahl's questions to Barry Callebaut AG/ADR (BRRLY) leadership

    Jörn Lundahl's questions to Barry Callebaut AG/ADR (BRRLY) leadership • Q2 2023

    Question

    Jörn Lundahl from UBS asked for more detail on the key drivers of the product mix improvement, the company's plans to manage consumer price elasticity, the new CEO's leadership style, the current outsourcing pipeline, and future CapEx plans.

    Answer

    CFO Ben De Schryver attributed the strong mix to specialty chocolates and value-added cocoa powders, noting that capacity is being added to meet demand. He stated that price elasticity issues were confined to specific markets in H1. On outsourcing, he confirmed it turned positive in Q2 and that the company remains selective. He projected a stable CapEx run rate of around CHF 300-310 million. CEO Peter Feld described his leadership style as centered on 'focus' and 'learning'.

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