SAF Holland SE (XTER:SFQ)

€ 14.82 0 (0%) Market Cap: 671.84 Mil Enterprise Value: 1.16 Bil PE Ratio: 8.31 PB Ratio: 1.33 GF Score: 75/100

Q3 2024 Saf-Holland Se Earnings Call Transcript
Nov 12, 2024

€13.66 (-7.95%)

Earnings
Half Year 2024 Saf-Holland Se Earnings Call Transcript
Aug 08, 2024

€17.38 (-3.98%)

Earnings
Q3 2023 Saf-Holland Se Earnings Call Transcript
Nov 09, 2023

€12.79 (+0.47%)

Earnings
Half Year 2023 Saf-Holland Se Earnings Call Transcript
Aug 10, 2023

€12.13 (-5.01%)

Earnings
Q1 2023 Saf-Holland Se Earnings Call Transcript
May 26, 2023

€13.01 (+0.85%)

Earnings
Q4 2022 Saf-Holland Se Earnings Call Transcript
Mar 30, 2023

€11.17 (+4.30%)

Earnings
Saf-Holland Se Corporate Analyst Meeting Transcript
Jan 26, 2023
Q3 2022 Saf-Holland Se Earnings Call Transcript
Nov 10, 2022

€9.1 (+7.37%)

Earnings
Q2 2022 Saf-Holland Se Earnings Call Transcript
Aug 11, 2022

€8.49 (+1.31%)

Earnings
Saf-Holland Se to Discuss Cash Tender Offer to Haldex Transcript
Jun 08, 2022
Q1 2022 Saf-Holland Se Earnings Call Transcript
May 10, 2022

€7.31 (-0.95%)

Earnings
Q4 2021 Saf-Holland Se Earnings Call Transcript
Mar 17, 2022

€8.75 (-13.93%)

Earnings
Q3 2021 Saf-Holland Se Earnings Call Transcript
Nov 15, 2021

€13.52 (+6.37%)

Earnings
Q2 2021 Saf-Holland Se Earnings Call Transcript
Aug 12, 2021

€12.1 (-6.64%)

Earnings
Q1 2021 SAF Holland SE Earnings Call Transcript
May 12, 2021

€13.94 (-2.24%)

Earnings
Q4 2020 SAF Holland SE Earnings Call Transcript
Mar 25, 2021

€13 (+9.80%)

Earnings
SAF Holland SE Corporate Analyst Meeting Transcript
Nov 25, 2020
Q3 2020 SAF Holland SE Earnings Call Transcript
Nov 18, 2020

€10.1 (+17.31%)

Earnings
Half Year 2020 SAF Holland SE Earnings Call Transcript
Aug 13, 2020

€5.9 (-2.07%)

Earnings

Saf-Holland Se Corporate Analyst Meeting Transcript

Jan 26, 2023 / 01:30PM GMT

Release Date Price: €10.49 (+0.48%)

Transcript

Alexander Geis

SAF-Holland SE - CEO & Chairman of Management Board

Dear ladies and gentlemen, a very warm welcome to our today's Capital Markets Day, and thanks for joining us today. This is Alexander Geis speaking. I am the CEO of the SAF-HOLLAND Group, and my colleagues and I will be updating you today on the status quo of the company, the Haldex integration and give an outlook into 2027.

Before we start with Haldex update, please allow me to give you an outlook of our relevant markets in 2023. Outside sources estimate Europe to be a bit weaker in 2023 than last year, whereas I can confirm very strong order intake end of last year and already beginning of this year. Lucky us that we already increased our capacity in our Turkish plant second half of last year. North America, also a bit weaker than last year despite all-time high order intake for trucks and trailers in December last year.

Especially here, our capacity expansion in Mexico should help to outgrow the market. Furthermore, we are working on a production shift from U.S. to Mexico for fifth wheels and in the second step

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