Q1 disappointed because of delayed deliveries in the US (customs slowdowns) and at Cuir Center (dockworker strikes), only pointing to a catch-up in coming months. Price adjustments have already been implemented to cope with tariffs and FX and we expect quantified EBITDA guidance alongside the H1 pu
A director at Krones AG bought 9,000 shares at 109.499EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
Post-FY 2024, we have cut our estimates by 2% and our PT from EUR47 to EUR46. We see 2025 as a year of recovery for both revenues (set to rise >5%) and EBITDA (up 17% YoY) with consensus slightly conservative. The investment case remains untouched with MSD% sales CAGR, a margin accretive focus o
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