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    Yuan Lim

    Research Analyst at BNP Paribas Exane

    Yuan Lim is an Equity Analyst at BNP Paribas Exane, focused on covering large-cap European stocks within the consumer and retail sector. Lim tracks major companies such as Nestlé, Unilever, and Danone, delivering detailed forecasts and actionable investment recommendations with strong consistency. Since joining BNP Paribas Exane in the late 2010s, after prior roles at reputable financial institutions, Lim has earned recognition for reliable sector insights and above-average performance metrics, including a success rate close to industry benchmarks and a solid record of positive portfolio returns. Yuan Lim holds professional licenses appropriate for securities research, meeting regulatory standards and demonstrating expertise in fundamental equity analysis.

    Yuan Lim's questions to ARHUF leadership

    Yuan Lim's questions to ARHUF leadership • Q4 2024

    Question

    Asked for clarification on end-market growth rates, the potential impact of U.S. regulations on seed oils and tariffs, and for an update on the progress of the company's optimization program.

    Answer

    End markets for plant-based oils and fats see low single-digit growth, which AAK aims to outgrow by focusing on specialty ingredients. The company is confident in its ability to manage potential regulatory changes or tariffs, noting that its U.S. operations source primarily from Southeast Asia, minimizing exposure to discussed tariffs on Latin American goods. The optimization program has now covered over 70% of installed capacity and is an ongoing, iterative process that is expected to contribute significantly to the 2030 profitability aspiration of over SEK 3 per kilo.

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