Scanfil - Contract Manufacturer for the Portfolio

As is well known, Scanfil has openly expressed its interest in new acquisitions/arrangements. Scanfil certainly has high-volume, very cost-effective factories in China and Poland, as well as a diverse factory network in general, but perhaps one more highly cost-effective unit would fit the overall picture. inderesTV discussed generally the growth logic of contract manufacturers through acquisitions and more specifically Scanfil’s situation. Finally, a short segment on growth opportunities in the defense industry.

Topics:
00:00 Start
00:20 Incap: “It takes two to tango”
03:30 Organic versus inorganic growth
07:21 “Rather big than small”
11:03 Necessity of acquisition for Incap
14:30 Scanfil’s factory network
16:08 Scanfil, SRX and M&A track
19:16 Necessity of acquisition for Scanfil
22:30 Growth opportunities for contract manufacturers in the defense industry

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