The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Martina Emelie - Nordea - Analyst
: Thank you. Martine from Nordea Markets. I have several questions, if it's okay. So I think I will just go one by one. The first one is considering
your order that just came in, how much of that approximately is included in your 2026 guidance?
Question: Martina Emelie - Nordea - Analyst
: Great. Thank you. And also considering your overall forecast, where do you see the most like risk on the upside and the downside, considering
both I saw, for example, the unmanned vehicles that is considerably lifted from the last time and you also have the NATO orders coming in
that I understand it's not included in the DeltaNordic outlook.
But you also are lowering, for example, your electrification forecast a little bit. And I also want to like get a little bit more color on how much
of your DeltaNordic customers, do you see like potential to gain a larger share of orders coming from their customers since you have a
large scale to offer? A long question, but...
Question: Martina Emelie - Nordea - Analyst
: I can just stop with there, for example, the Norway is considering to have like a fast tracking of a drone line in next year. Is that like included
in your forecast? Because I think that you will be a preferred supplier into that?
Question: Martina Emelie - Nordea - Analyst
: Great. Thank you. Very good answer. If I can just one more, and then I can pass it on. It's on the medical side that you say that you are
considering a carve-out like in which subsectors would you see that interesting?
Question: Martina Emelie - Nordea - Analyst
: Yes. And to my understanding, you often also end up with that as a customer.
Question: Martina Emelie - Nordea - Analyst
: Yeah. Okay, I can pass it on.
Question: Martina Emelie - Nordea - Analyst
: One final, just regarding on the capacity because I remember you said like -- I think it was this spring or something you mentioned additional
EUR500 million in capacity in Europe and EUR200 million to U.S.? And then I was just wondering how much of that is reflected in your slide
about the additional capacity and how we should view that in your forecast now?
Question: Martina Emelie - Nordea - Analyst
: Got it. Thank you.
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