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    Sebastian Growe

    Senior Equity Analyst at BNP Paribas

    Sebastian Growe is a Senior Equity Analyst at BNP Paribas, specializing in coverage of major European industrial and renewable energy companies such as Lenzing and Vestas. His performance metrics place him among widely followed analysts, with a TipRanks ranking at 4045, a Buy rating percentage of 20%, Hold at 40%, and Sell at 40%, reflecting a balanced and data-driven approach to stock recommendations. Growe's career includes years of experience with BNP Paribas and potentially its Exane division, with evidence of active coverage and earnings estimate contributions dating back at least several years. He holds relevant professional credentials and is listed with direct contact details at BNP Paribas, indicating established recognition within the financial research community.

    Sebastian Growe's questions to HNSDF leadership

    Sebastian Growe's questions to HNSDF leadership • Q1 2025

    Question

    Asked about the Q1 Sensors margin impact from the logistics center, the effect of the new growth ambition on capacity planning, and the ability of the supply chain to handle the expected ramp-up.

    Answer

    The logistics center ramp-up caused a temporary EUR 10-12 million EBITDA impact in Q1 due to a production shutdown. Current investments secure capacity until 2027/28, with an 'Operations 2.0' plan underway for beyond that. The company believes its supply chain is manageable due to a high degree of in-house value creation (60%), making it less dependent on external suppliers than some peers.

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