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Incap Q4’23: Dark Hours and New Starting Points
By Isa Hudd
Incap’s biggest customer’ de-stockning project reached its darkest hour in Q4, which resulted in severe impact on both revenue and EBIT levels. Excluding the largest customer, revenue grew, also organically, and the Indian plants have new customers. CEO Otto Pukk summarizes 2023 and the outlook for 2024.
More about Incapista: https://www.inderes.se/companies/Incap
Latest report: https://www.inderes.se/research/incap-eye-storm
Contents:
00:00 Start
00:11 Year 2023
03:49 Outlook 2024
06:42 India
08:31 Biggest customer
09:50 Customer dependency
11:58 M&A
12:56 Markets
14:48 Turmoil on the Red Sea
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