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Electronic manufacturing services company Incap started the year with another outstanding quarter. CEO Otto Pukk comments on customer concentration and capital allocation in analyst Joonas Korkiakoski’s interview.
Our latest report about Incap https://www.inderes.se/research/incap-lines-are-warm
Contents:
00:00 Q1 results
01:00 The largest customer
02:10 Customer concentration
02:55 Competitive edge
03:38 Capital allocation
04:38 European factories
05:09 Indian facilities
06:15 European factories
06:30 M&A