B3 Consulting Group: B3 Poland consolidation coming up - ABG
Tämä on kolmannen osapuolen analyysi, eikä välttämättä vastaa Inderesin näkemystä tai arvoja
What to expect in Q2'24
We expect sales of SEK 266m for Q2'24, implying a y-o-y decline of -11%, along with EBITA of SEK ~9m, corresponding to an EBITA margin of 3.3%. Our new estimates mean that we have reduced Q2 sales and EBITA by 2% and 20%, respectively. June's data show that little has changed in the way of demand, hourly prices, net recruitment and utilisation for IT consultants. Therefore, we make minor negative estimate revisions.
We expect sales of SEK 266m for Q2'24, implying a y-o-y decline of -11%, along with EBITA of SEK ~9m, corresponding to an EBITA margin of 3.3%. Our new estimates mean that we have reduced Q2 sales and EBITA by 2% and 20%, respectively. June's data show that little has changed in the way of demand, hourly prices, net recruitment and utilisation for IT consultants. Therefore, we make minor negative estimate revisions.