Aspocomp - Service company specialized in printed circuit board technologies

If PCB capacity exits the European market while demand for defense and semiconductors grows substantially, does the company have any pricing power? What are your thoughts @Kaisa_Vanha-Perttula?

The new capacity is expected to be ramped up by Q3/2027, and given the current demand outlook, it is not an overstatement to extrapolate that the new capacity will also be 100% sold out. This would result in a turnover of EUR 60 million with an EBIT >10% as early as the end of 2028.

6 Likes