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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CTT-SE CTT SYSTEMS

Strong finish, slightly slower start to 2024

21% org. growth, 52% EBIT growth, but stable sales into Q1, 22% adj. EBIT CAGR '23-'26e on >30% margins, 24-15x EBIT '24e-'26e, 40-55% ROCE, net cash.

02/12/24 February 12, 2024 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
02/06/24 February 6, 2024 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CTT-SE CTT SYSTEMS

Destocking complete, strong growth in Q4

10% org. growth, 3% EBIT miss, good Q4 guidance. 28% adj. EBIT CAGR '22-'25e on >30% margins. 23-14x EBIT '23e-'25e, ~40-50% ROCE, net cash.

10/30/23 October 30, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
10/27/23 October 27, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CTT-SE CTT SYSTEMS

Near-term turbulence to subside in 2024

27% org growth, 14% EBIT beat on strong AM sales. 26% adj. EBIT CAGR '22-'25e on >30% margins. 23-14x EBIT '23e-'25e, ~40-50% ROCE, net cash.

07/23/23 July 23, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
07/21/23 July 21, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
05/23/23 May 23, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CTT-SE CTT SYSTEMS

Operational quality bodes well for 2023

36% org growth, 21% adj. EBIT beat on strong AM sales. 27% adj. EBIT CAGR '22-'25e on >30% margins. 20-13x EBIT '23e-'25e, ~40-50% ROCE, net cash.

05/02/23 May 2, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
04/28/23 April 28, 2023 1 EN
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