1Dยท

๐‹๐๐Š๐…: ๐€๐ฎ๐Ÿ๐ญ๐ซ๐š๐ ๐ฌ๐ž๐ข๐ง๐ ๐š๐ง๐  ๐ฌ๐ญ๐š๐ซ๐ค, ๐’๐œ๐ก๐ฐ๐š๐œ๐ก๐ž๐ซ ๐”๐ฆ๐ฌ๐š๐ญ๐ณ, ๐“๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐ฅรค๐ฎ๐Ÿ๐ญ

$LPK (-5.18%)


๐Ÿ“Š ๐„๐ซ๐ ๐ž๐›๐ง๐ข๐ฌ๐ฌ๐ž

- Turnover: โ‚ฌ17.1M (previous year โ‚ฌ25.3M)

- EBIT: -โ‚ฌ6.9M (previous year: -โ‚ฌ3.9M)

- EBIT (adjusted): -โ‚ฌ5.7M (previous year: -โ‚ฌ3.4M)

- Incoming orders: โ‚ฌ24.1M (previous year: โ‚ฌ20.5M)

- Book-to-bill: 1.4

โ €

๐ŸŽฏ ๐๐ซ๐จ๐ ๐ง๐จ๐ฌ๐ž

- Turnover 2026: โ‚ฌ105-120M

- EBIT margin (adjusted): -3.0% to 4.5%

โ €

๐Ÿ“Œ ๐–๐ข๐œ๐ก๐ญ๐ข๐ ๐ฌ๐ญ๐ž ๐๐ฎ๐ง๐ค๐ญ๐ž๐ญ๐ž

- Significant decline in sales due to weak solar business

- Incoming orders grow (+18% YoY) with strong book-to-bill

- Losses increase despite initial cost effects from "North Star"

- Progress in semiconductor business (Advanced Packaging, LIDE)

- Several potential major orders in preparation

- Restructuring and cost reductions proceeding according to plan

- Geopolitics and competition from China remain negative factors

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ-๐€๐ฎ๐ฌ๐ฌ๐œ๐š๐ ๐ž๐ž

"LPKF is systematically evolving from a machine supplier into a functional solutions provider with disruptive technologies and a clear focus on growth markets."

5
1 Comment

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In my opinion, the share price needs a little consolidation after the extreme rise, which already included a lot of advance praise. The company is a world leader in its field and, in my opinion, will benefit in the long term from the AI boom and the capex confirmed/increased by Meg7 only yesterday. I did not expect the figures to be any different. I remain long.
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