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Valmet - Interim Review: January - June 2018
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Valmet - Interim Review: January - June 2018
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Financial Review
Pasi Laine
President & CEO
Kari Saarinen
CFO
Presentation
1) Do you see a trend of margin improvement?
a. Will you be able to grow net sales in 2019?
b. Could the pulp business change for Q4 (for big orders)?
2) How should we think about margin improvement in the 2nd half of 2018?
a. Competitive situation?
b. Have you seen a change in project execution?
c. When will Paper business start cooling down?
d. What is your view on the first big pulp mill order, do you feel pressure to take it?
3) Have you seen any change in quotation activity in the pulp business?
a. Drop-through margin suggests that you have not been able to increase prices despite the boom in the paper market. Please explain.
b. Is the margin for new orders better, shall we see it in coming quarters?
4) Have you seen a pickup in the pulp quotation activity?
a. Why did you not upgrade your pulp market outlook?
5) Have the equipment margins improved during the first half of the year?
a. Has the combined margin for Pulp & Energy and Paper improved?
b. Andritz acquired Xerium. Did you look at it? How will this change competitive environment?
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