Karl Bokvist's questions to Autoliv Inc (ALV) leadership • Q2 2025
Question
Karl Bokvist from ABG Sundal Collier asked about the expected outperformance in China, questioning how long the negative mix shift is expected to remain a headwind if the company is still able to outperform the market.
Answer
CEO Mikael Bratt responded that it is difficult to predict the duration of the mix headwind. He emphasized that the key development is Autoliv gaining share in the lower-end vehicle segment, which is closing the performance gap and will drive outperformance, though the magnitude will depend on the hard-to-predict model mix.