Sign in

    Klas Bergelind • Citigroup Inc.

    Klas Bergelind's questions to Metso Oyj (OUKPY) leadership

    Klas Bergelind's questions to Metso Oyj (OUKPY) leadership • Q1 2025

    Question

    Klas Bergelind from Citigroup Inc. sought clarification on order volatility and potential pushouts, the outlook for Minerals service orders and pent-up demand, and the current state of inventory levels in the Aggregates distribution channel.

    Answer

    President and CEO Sami Takaluoma clarified that no order pushbacks have occurred yet, though some U.S. mining customers may face delays due to cost recalculations. He noted that while Q1 '25 services sales were impacted by a lack of upgrade orders from 2024, underlying demand is solid. For Aggregates, he confirmed that distributor inventory levels in North America are decreasing, indicating healthy end-customer demand, with orders to Metso expected to continue in Q2.

    Ask Fintool Equity Research AI

    Klas Bergelind's questions to Metso Oyj (OUKPY) leadership • Q1 2024

    Question

    Klas Bergelind asked about the near-term order trend and geographic developments in Aggregates, the drivers behind strong Minerals service orders, and whether there was a price-cost normalization in the Aggregates margin.

    Answer

    CFO Eeva Sipilä noted that while the Aggregates market is healthier, it remains below last year's levels, with North America being the strongest region and Europe the weakest. She attributed strong Minerals service orders to customers' focus on production amid higher metal prices and confirmed that disciplined price and cost management supported the Aggregates margin.

    Ask Fintool Equity Research AI

    Klas Bergelind's questions to Metso Oyj (OUKPY) leadership • Q1 2024

    Question

    Klas Bergelind from Citigroup asked about the near-term order trend for Aggregates, geographic developments, the drivers behind strong Minerals service orders, and the margin performance in Aggregates considering under-absorption.

    Answer

    CFO Eeva Sipilä noted that while comparisons get easier, the Aggregates market remains below last year's levels, with North America being the strongest market and Europe the weakest. She attributed strong Minerals service orders to customers' focus on production amid higher metal prices. For Aggregates margins, she credited tight cost management and pricing discipline for compensating for lower volumes and operational leverage.

    Ask Fintool Equity Research AI