Publicerat: 2024-11-15 07:29:16

SyntheticMR: Expectations ahead of Q3 - SEB

For Q3, we forecast organic growth of -5% and EBIT margin of 15%. This reflects continued growth ex-US and a partial recovery in the US, although we stress that short-term uncertainty is elevated. We look for comments regarding the initial reception of the 3D solution, which we believe could support growth ahead. Our sales estimates across our forecast period are lowered by 2%, while our fair equity value range of SEK 15-18 is unchanged.

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