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Elektra AB (publ) (EKTAb.ST): CMD highlights MT drivers, but we remain skeptical on intensifying competition; Sell-20260618
花旗· 2026-06-18 13:12
Vi e w p o i n t | 18 Jun 2026 00:00:00 ET │ 12 pages Elekta AB (publ) (EKTAb.ST) CMD highlights MT drivers, but we remain skeptical on intensifying competition; Sell CITI'S TAKE We attended Elekta CMD in Stockholm (first-take here), where management set out drivers underpinning its mid-term guidance to FY28/29. Key takeaways: 1) We see MSD revenue 3-year CAGR guidance as ambitious given recent order book trends (ie LSD declines) and intensifying competitive landscape; 2) we are skeptical of the guided GM e ...