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    Vladimir Sergievskiy

    senior equity analyst at Barclays PLC

    Vladimir Sergievskiy is a senior equity analyst at Barclays PLC, specializing in coverage of the European industrials and capital goods sectors, with particular expertise in the metals and mining industry. He is recognized for covering major companies such as Siemens AG, Metso Oyj, Alfa Laval, and Sandvik, and has contributed to Barclays earning a No. 2 ranking in metals & mining research in Institutional Investor's EMEA team awards. Sergievskiy began leading coverage for Barclays in the mid-2010s, quickly advancing in industry rankings and establishing a strong track record of market calls, including notable Sell recommendations and price target adjustments for large European corporates. He holds advanced professional credentials relevant to securities research and is noted for his in-depth analysis on earnings calls, consistently delivering insightful questions on industry fundamentals and company outlooks.

    Vladimir Sergievskiy's questions to Outotec (OUKPY) leadership

    Vladimir Sergievskiy's questions to Outotec (OUKPY) leadership • Q1 2025

    Question

    Vladimir Sergievskiy of Barclays PLC asked about price elasticity across Metso's business lines in the U.S., the expected development of the inventory-to-sales ratio, and the impact of FX hedging on Q1 profitability.

    Answer

    President and CEO Sami Takaluoma downplayed the impact of price elasticity on specific products, stating the larger risk is a global slowdown affecting investment. He noted the inventory reduction plan is designed not to harm business capabilities. Juha Rouhiainen from IR specified that FX hedging contributed a positive EUR 6 million in Q1, a significant swing from the negative EUR 8 million a year ago.

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    Vladimir Sergievskiy's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Vladimir Sergievskiy asked what drove the significant drop in cost of goods sold, leading to a record gross margin, and inquired about the potential impact of inventory reduction on future gross margins.

    Answer

    CFO Eeva Sipilä attributed the record gross margin to disciplined price management and successful procurement savings initiatives, particularly in the Minerals segment. She assured that inventory reduction would be managed in a 'balanced way' to avoid negatively impacting margins through under-absorption.

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    Vladimir Sergievskiy's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Vladimir Sergievskiy from Barclays asked about the drivers behind the record-high gross margin despite a sales decline and questioned the potential impact of the planned inventory reduction on future gross margins, particularly from selling finished goods.

    Answer

    CFO Eeva Sipilä credited the strong gross margin to disciplined price management, procurement activities, and improved supply chain work, particularly in the Minerals segment. Regarding inventory reduction, she explained it's a balance; while pushing through existing inventory could affect operational absorption, the company is taking a balanced approach without urgency, aiming to manage costs to prevent margin impact.

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