Arcoma AB (ARCOMA) Q2 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Then we say hello and welcome everyone to Penser Access by Carnegie. My name is Hjalmar and I work as an analyst and I am here today with Mattias Leire, who is the CEO of Arcoma. Welcome, Mattias. Thank you very much. We are going to talk a little bit about the Q2 report that you released today. I think we'll start with North America. There is still a very strong development here in the region. How should we look at that? You also mention the expectations of continued strength when we look forward. What activities do you see in the region and how should we look at the future there? We see strong activity, a lot of commercial investments and that gives fruit. We see a lot of installations, so it's fun. We see very positive in North America in the future. Is there anything you can bring up there? Do you see the order situation? How does the visibility differ in North America compared to what we see in Europe and so on? How confident are you about this outlook? We have a little different, Europe is often a little earlier orders and North America a little later, but we see it as a very positive picture and a lot of discussion about North America more about capacity and delivery times than anything else. If we look at the rest of the segment, Europe and Asia, it was a bit in line with the development we have seen earlier. Asia accelerated a bit, driven by the Korean order, but we will come back to that. As you mentioned, indications of an increased business situation in the EMA. What makes this happen? Is it that you see the order situation? Is it that they are still in agreement with the customers? Do you see deals? What are the indications? We see more deals out there. But as we say, it's still a different situation in Germany. And is this on a broad front, or is it cen...