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ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Henrik Bartnes
  • Petter Nystrøm
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Henrik Bartnes
  • Petter Nystrøm

Below on lower sales

Q3 below on loser sales and GM. Stong run-rate out of Q3

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Henrik Bartnes
  • Petter Nystrøm
ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Henrik Bartnes
  • Petter Nystrøm

ATH EBITDA and CF

Q2: ATH EBITDA at NOK 44m, up 120% q-o-q. Very strong CF. Positive outlook: Entering H2'25 with solid tailwinds and high GM

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Henrik Bartnes
  • Petter Nystrøm
Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Suspension of coverage

From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.CARBIOSLOOP IND.ZAPTEC

ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Petter Nystrøm
Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Zaptec: a good pace in Q1

This morning, Zaptec reported Q1 2025 results confirming a reacceleration in 2025 compared to 2024 as the EV market sequentially improves (flattish QoQ, +23% YoY in Zaptec's key and emerging markets). Q1 revenue came in at NOK347m (+6% QoQ vs. NOK327m in Q4 2024, +15% YoY vs. NOK300m in Q1 2024), +

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Henrik Bartnes
  • Petter Nystrøm

Q1 in-line, pos outlook

Q1: Sales and adj. EBITDA in line.Positive outlook: Sales gorwth and better GM on lower cost + Go 2

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Ali Shemmari
  • Petter Nystrøm
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad

Renewable Weekly – 20 February 2025

This week, we summarise this week's most important newsflow on the companies under our coverage.

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