Let's hope so.
Can you provide the estimates for comparison.
The big stand out is the increase in Defence and Aerospace, which they have been flagging for a while.
Good to see it coming to fruition.
It's already 12% of revenue and growing, soon to overtake Automative aftermarket.
A few slight negatives, that the market may focus on;
- 6% of the revenue growth is due to favourable FX. Actual organic growth was 16.2%
- Even though the NPAT margin has improved to 15.26%, this is still a long way from the 20%, which Kees has previously said they were confident they would return to. Hopefully they still will.
Hopefully the market like it, but you can never tell.
I will remain a happy long term holder. I have faith in the company and it looks like there will be a lot of growth going forward in Defence an Aerospace.
I like the way they have used their existing engineering know how and reputation to cross over into this market, securing growth for the future.
I would imagine, price would not be the main factor for these customers. It would be more about capability and reliability, so higher margins.
As they establish themselves as a trusted supplier, the work should keep coming.
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