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    Mikael Doepel

    senior equity analyst at Nordea Bank Abp

    Mikael Doepel is a senior equity analyst at Nordea Bank Abp, specializing in industrials and capital goods, with a particular focus on Nordic companies such as Wärtsilä and Hiab. He regularly provides investment analysis and research on these companies, contributing to earnings calls and consensus estimates across the sector. Doepel has built a reputation for in-depth coverage of listed Nordic industrials since joining Nordea, and his career includes extensive experience analyzing and forecasting key financial metrics within the industry, although detailed performance rankings or investor return metrics are not publicly listed. He holds recognized expertise in financial analysis, underpinned by his analyst role at one of the region’s leading financial institutions.

    Mikael Doepel's questions to Outotec (OUKPY) leadership

    Mikael Doepel's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Mikael Doepel questioned if the 17% margin in Aggregates represents a sustainable floor and asked for details on the company's current pricing strategy across its businesses.

    Answer

    CFO Eeva Sipilä described the 17% margin as a 'very good achievement' but noted that maintaining it would require significant work, especially given seasonal volume shifts. On pricing, she explained that actions have focused on covering labor inflation, balanced with taking advantage of deflationary trends in other areas like China through procurement.

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    Mikael Doepel's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Mikael Doepel of Nordea asked if the 17% margin in Aggregates should be seen as a sustainable low level and inquired about current pricing actions across the business in response to inflation.

    Answer

    CFO Eeva Sipilä described the 17% margin as a 'very good achievement' resulting from structural improvements but noted that sustaining it requires continued work, as second-half volumes can be seasonally lower. On pricing, she confirmed the company has been focused on passing through labor cost inflation and is using disciplined daily management to balance pricing with a deflationary environment in areas like China.

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