Hi!
I was thinking of opening a thread about Epiroc, which is a Swedish mining equipment manufacturer that was spun off from Atlas Copco in 2018. A quality company that has been rewarded with a high valuation. The company recently released its Q3 report, which showed organic order intake growth of 7%; revenue was negatively impacted by currency but rose 5% organically. Profitability decreased slightly due to efficiency measures and was also negatively affected by product mix. Feel free to listen to the interview with CEO, Helena Hedblom: Epiroc - CEO Interview - Inderes
We have also published a Stock Brief on the company. There you will find an overview of the company’s investment case, a podcast with the company’s CEO, and a short reel covering the latest quarter. This should not be seen as an an analysis, but rather easily digestible content with the goal of helping the reader form their own opinions. You can find the latest Stock Brief here: Epiroc: Aktiebrief Q2'25 - Inderes (in Swedish).