{"id":132325,"date":"2026-01-11T14:08:11","date_gmt":"2026-01-11T14:08:11","guid":{"rendered":"https:\/\/www.europesays.com\/se\/132325\/"},"modified":"2026-01-11T14:08:11","modified_gmt":"2026-01-11T14:08:11","slug":"cavotec-en-aktie-for-den-risktalige","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/132325\/","title":{"rendered":"Cavotec: En aktie f\u00f6r den riskt\u00e5lige"},"content":{"rendered":"<p>Tuffare 2025<\/p>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<p>Cavotec (MEUR)<\/p>\n<p>Q1-Q3 2025<\/p>\n<p>Q1-Q3 2024<\/p>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>Ordering\u00e5ng<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>109,6<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>116,3<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>\u00a0&#8211; tillv\u00e4xt<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-5,8%<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-0,3%<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>Oms\u00e4ttning<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>110,2<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>129,6<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>\u00a0&#8211; tillv\u00e4xt<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-15,0%<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>1,9%<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>Bruttoresultat<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>59,0<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>66,5<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>Bruttomarginal<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>53,5%<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>51,3%<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>R\u00f6relsekostnader<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-59,5<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-59,2<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>Ebit<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-0,5<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>7,3<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>Ebit-marginal<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-0,5%<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>5,6%<\/p>\n<\/td>\n<\/tr>\n<tr class=\"odd:bg-surf-grey dark:odd:bg-surf-grey-dark even:bg-surf-main dark:even:bg-surf-main-dark\">\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>VPA<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>-0,03<\/p>\n<\/td>\n<td class=\"p-2 text-start min-h-10 relative max-w-[250px] wrap-break-word border-r border-b border-border dark:border-border-dark last:border-r-0 wrap-break-word\">\n<p>0,02<\/p>\n<\/td>\n<\/tr>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Under 2025 har den f\u00f6rb\u00e4ttrade bruttomarginalen best\u00e5tt. R\u00f6relsekostnaderna \u00e4r i princip of\u00f6r\u00e4ndrade under Q1-Q3 j\u00e4mf\u00f6rt med 2024. D\u00e4remot \u00e4r tillv\u00e4xten -15,0% (1,9), vilket f\u00e5tt r\u00f6relsemarginalen att \u00e5ter bli negativ. Marginalen p\u00e5verkas dock negativt av eng\u00e5ngskostnader om 0,9 MEUR. Exklusive dessa \u00e4r marginalen cirka 0,5%.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">St\u00f6rsta delen av materialet i bolagets produkter \u00e4r aluminium, koppar och andra metaller samt gummi och plast. Bearbetning av dessa sk\u00f6ts av externa akt\u00f6rer. Slutmonteringen till f\u00e4rdiga system sk\u00f6ts sedan av Cavotec i bolagets fem tillverkningsenheter.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Inom Ports &amp; Marine sker f\u00f6rs\u00e4ljningen i huvudsak direkt till slutkund av Cavotecs egna s\u00e4ljk\u00e5r. Inom Industry g\u00e5r ist\u00e4llet mest av f\u00f6rs\u00e4ljningen via partners. Sammantaget skapar det en modell med relativt h\u00f6ga fasta kostnader, vilket visar sig i marginalutvecklingen 2025.<\/p>\n<p class=\"font-sans text-xs font-normal uppercase leading-[1.3] self-start text-text-brand dark:text-text-brand-dark\">Fakta<\/p>\n<p>Ny tillverkningsenhet i Indien<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Cavotec har totalt fem tillverkningsenheter, tv\u00e5 i Tyskland, en i Italien, en i Kina samt en i Indien.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Under 2024 expanderade bolaget sin befintliga anl\u00e4ggning i Indien f\u00f6r att ut\u00f6ka tillverkningskapaciteten inom Shore Power. Hur stora investeringarna var specificeras ej. Dock anger ledningen att dessa inte var betydande d\u00e5 det skedde en omvandling av befintliga lokaler.<\/p>\n<p>Visa mer<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bakom den svaga tillv\u00e4xten ligger fr\u00e4mst f\u00f6rskjutning av projekt och avvaktande kunder, enligt bolaget. Verksamheten \u00e4r slagig, i synnerhet inom Ports &amp; Marine, d\u00e4r f\u00f6rs\u00e4ljningen \u00e4r baserad p\u00e5 stora projekt.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Under Q1-Q3 uppvisar Ports &amp; Marine -22% tillv\u00e4xt medan utvecklingen varit stabilare inom Industry (-4%). Serviceandelen f\u00f6r koncernen uppg\u00e5r uppskattningsvis till drygt 20% av f\u00f6rs\u00e4ljningen, vilket allts\u00e5 g\u00f6r att timingen av projekt f\u00e5r stort genomslag p\u00e5 hela koncernens oms\u00e4ttning.<\/p>\n","protected":false},"excerpt":{"rendered":"Tuffare 2025 Cavotec (MEUR) Q1-Q3 2025 Q1-Q3 2024 Ordering\u00e5ng 109,6 116,3 \u00a0&#8211; tillv\u00e4xt -5,8% -0,3% Oms\u00e4ttning 110,2 129,6&hellip;\n","protected":false},"author":2,"featured_media":132326,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[72,13496,70,71,34,31,33,32,30],"class_list":["post-132325","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-business","tag-cavotec","tag-economy","tag-ekonomi","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115876862670591017","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/132325","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=132325"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/132325\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/132326"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=132325"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=132325"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=132325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}