Nolato

* Q2e: some GLP-1 ramp-up, more to come in H2e * Estimates up on FX and higher growth in Engineered * Trading at 13x '26e EV/EBITA vs. historical average of 15x Q2e: slight organic acceleration, more to come in H2e We expect Nolato to report Q2 net sales...

* Christer Wahlquist stepping down, Anders Björklund new CEO * Pre-planned, internal recruitment should make for a smooth transition * A loss for the company, but still plenty of experience in the mgmt. team Anders Björklund appointed new CEO Nolato ...

* Company confident about parrying input cost pressure * We make only minor estimate revisions * Accelerating organic growth ahead, and room for M&A Company confident about parrying input cost pressure Going into the report, our key concern was related...

* EBITA SEK 260m (-2% vs. ABG, 0% vs. IR consensus) * We expect no material revisions to cons EBITA * Share trading at 13x '26e EV/EBITA on our pre-Q1 estimates Q1 outcome Sales came in at SEK 2,357m (-2% vs. ABG 2,394m, 0% vs. IR cons 2,358m), down ...

* Risk of temporary GM pressure from rising oil prices * EBITA lowered by 4% for '26e, 3% for '27e-'28e * Q1e: precious metal headwinds should persist Risk of temporary GM pressure from rising oil prices Rising oil prices (from March) will likely have...