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    Sebastian Kuenne

    Research Analyst at RBC Capital Markets

    Sebastian Kuenne is an Analyst at RBC Capital Markets specializing in European industrials and covering prominent companies such as Atlas Copco and Wärtsilä. He is known for his expert insights into the transformational prospects of industrial sectors, including the adoption of artificial intelligence, robotics, and digital supply chain technologies. Active in analyst roles since at least 2018, Kuenne has become a recognized voice on sector trends and investment strategies, drawing attention for his forward-thinking research. His professional credentials include a deep familiarity with equity research and significant industry experience, which is reflected in participation in market surveys and thought leadership events.

    Sebastian Kuenne's questions to ABB (ABLZF) leadership

    Sebastian Kuenne's questions to ABB (ABLZF) leadership • Q4 2024

    Question

    Sebastian Kuenne of RBC Capital Markets asked about the E-mobility business, questioning the trajectory for 2025 given the significant operational loss in 2024 and when new products might lead to improvement.

    Answer

    Executive Morten Wierod acknowledged the division was a 'big drag' but stated that new products like the T400 fast charger will change the business. He expects sequential improvement quarter-by-quarter. Executive Ann-Sofie Nordh added that the total loss in 2025 is expected to be about half of 2024's, with the performance improvement being back-end loaded.

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    Sebastian Kuenne's questions to ABB (ABLZF) leadership • Q4 2024

    Question

    Sebastian Kuenne from RBC Capital Markets inquired about the E-mobility business and its significant operating loss, asking for the expected trajectory in 2025 and the timing of a potential recovery.

    Answer

    Executive Morten Wierod acknowledged E-mobility was a 'big drag' in 2024 but noted that a new, competitive product portfolio is now launching. He expects sequential improvement, meaning smaller losses, quarter-by-quarter through 2025. Executive Ann-Sofie Nordh added that the total 2025 loss is expected to be about half of 2024's, with the improvement being back-end loaded.

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    Sebastian Kuenne's questions to ABB (ABLZF) leadership • Q4 2024

    Question

    Sebastian Kuenne of RBC Capital Markets asked about the E-mobility business, questioning the trajectory for 2025 and whether heavy operating losses would persist before new products drive improvement.

    Answer

    CEO Morten Wierod acknowledged E-mobility was a significant drag in 2024 but expects a sequential reduction in losses through 2025, driven by a new, more competitive product portfolio. Executive Ann-Sofie Nordh added that the total loss in 2025 is expected to be about half of 2024's, with the improvement being back-end loaded.

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    Sebastian Kuenne's questions to ABBNY leadership

    Sebastian Kuenne's questions to ABBNY leadership • Q1 2024

    Question

    Asked about large project delays in Process Automation and Motion, questioning if they were caused by higher interest rates or softer demand. He also had a follow-up on the e-mobility business, asking about the reasons for its heavy losses and whether a strategy change is underway.

    Answer

    Executives clarified that the market for Process Automation remains strong, with a positive book-to-bill for the 14th consecutive quarter, and the order decline was due to the timing of a few large orders. For e-mobility, the weakness was attributed to a market plateau in EV sales, removal of subsidies, and an ongoing internal product portfolio transition. They remain confident in the long-term outlook for the business.

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    Sebastian Kuenne's questions to ABBNY leadership • Q4 2023

    Question

    Asked about the gross margin development based on the current order intake and whether the company was considering restocking inventory due to the Red Sea disruptions.

    Answer

    Management stated the order book has a high gross margin, which should support profitability. They expect to cover labor inflation with a ~1% price increase and get leverage from volume growth. Regarding the Red Sea, they are not restocking inventory; their 'local for local' strategy mitigates supply chain risks, and the focus remains on reducing net working capital.

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