Klas Bergelind's questions to Outotec (OUKPY) leadership • Q1 2025
Question
Klas Bergelind of Citigroup Inc. asked for clarification on potential order pushouts due to market volatility, the relative risk in Minerals versus Aggregates, the trend in Minerals service orders, and the state of dealer inventories in the Aggregates segment.
Answer
Sami Takaluoma, President and CEO, clarified that no order pushbacks have occurred, though U.S. mining customers may face delays recalculating project costs. He noted Aggregates appears less affected. For Minerals services, he attributed lower Q1 sales to a lack of upgrade orders in mid-2024, while underlying demand remains solid. He also confirmed a healthy decrease in North American distributor inventories, signaling strong end-customer demand.