Equity analyst Markus Almerud interviews Ependion's CEO Jenny Sjödahl after its Q1. They discuss the drivers of the strong order intake, the development of defence as a focus segment, the sustainability of Train, how Welotec is progressing, how India is developing, how the operating leverage should impact margins once volumes return, the progress of its new product family X3, the drivers of Electronics' order growth and how the crises in the Middle East is impacting the business.
See the interview here:
https://youtu.be/8C7_vy30wHc