Eltel Q2'26: Strong order intake and continued margin improvement

Om avsnittet

Eltel reported its Q2 results today, with strong order intake and continued margin improvement. We sat down with CEO Håkan Dahlström to unpack what is driving the order momentum, how the profitability gains are holding up, and his read on the current market. 00:00 Intro 00:17 Unpacking the quarter 00:50 The impact of commodity prices 02:12 How indexation works 03:10 Customers investment activities 04:21 How to the company stays productive 05:54 The strong order intake 07:24 Scaling a big project 08:32 The communication business 09:43 The potential Vattenfall contract 11:26 The Vattenfall agreement and what Eltel did differently 13:45 The margin if the contract gets signed 14:22 Perception among customers 15:09 Potential future contracts 15:20 On leverage 16:27 Executing towards the target