Arcoma AB (ARCOMA) Q4 2023 Earnings Call

Investor webinar replay

Replay transcript excerpt

Then we say hello and welcome to Carnegie and today's report interview. My name is Hjalmar and I work as an analyst and stand here together with Mattias Leire. Welcome, Mattias. Thank you very much. And you have released your Q4 report here today that we are going to talk about. I thought we would start with the big exclamation mark. There was a very strong growth here in the fourth quarter and it ended strongly in 2023. You mention here in the report that Sustainable Precision is driving all growth. Can we say that what we see now is an expected increase in growth of this system and how should we look at the market's attitude towards the premium segment right now? We have worked for a long time. It is a result of our strategy where we have worked with the premium segment, North America, efficiency. Now we see a strong pressure and we also see that commercial partners are good at selling premium systems. in markets where we may not historically have sold, where we have had a more mixed mix. So we see that it is a long work that is beginning to get effect. And we come back to the market-specific components there, but I thought we could talk a little more in general terms. Have you adjusted pricing during the whole year here? Is it something that has affected the margin profile of the various systems and how has that work continued? We have long sales cycles, so we can take orders now where we deliver in one to two years and we can win deals. We have adjusted the prices for a year, we have not had the full effect of that and then we always see our competitiveness in each market. We want to win the business and that is what we have seen now that we actively win the business. If we take a look at the specific markets, you mentioned that America continues to go strong, be...