Report
Markus Schmitt

Perstorp Holding AB : More moderate revenue and earnings growth going forward

After strong revenue and EBITDA growth in 2017 and a solid start in 2018, although the latter was entirely price-driven, we believe that a more balanced competition situation in the caprolactones (Capa) business and raw material headwinds will probably take out some of the earnings growth momentum seen in 2017. - On our calculations, Perstorp reached a 11-year record price spread of around SEK 3,300 per tonne in LTM Q1 18. However, its marginal contribution as a percentage of net s...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Markus Schmitt

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