Konecranes Key Takeaways From CFO Webcast

Goldman Sachs hosted Konecranes' CFO for a webcast following Q1 results, confirming that a sales miss was due to temporary shipping delays rather than a fundamental demand decline.

Key Takeaways

• 1.The Q1 sales miss was a timing issue related to Middle East disruptions (€15mn delay), with no evidence of a fundamental ports downturn.
• 2.Cost inflation remains acute in fuel and freight, while service pricing remains resilient through pass-through mechanisms.
• 3.Management sees long-term growth driven by service penetration, defense, and nuclear energy sectors.

Table of Contents

• Multi-industry toolkit
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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