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: Adela Dashian - Handelsbanken Capital Markets AB, Research Division - Analyst
: First of all, I'd like to congratulate you on a very strong report by challenged times. That's very impressive. Then for my questions. Firstly, I'd like to
ask about the e-Commerce platform. You experienced solid growth in Q2. What are your expectations for this segment going forward? If you could
please give us an indication of what level of growth or a portion of total sales that's sustainable for Inwido as you release the e-Commerce?
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JULY 15, 2020 / 8:00AM, INWI.ST - Q2 2020 Inwido AB (publ) Earnings Call
Question: Adela Dashian - Handelsbanken Capital Markets AB, Research Division - Analyst
: Okay. Great. And then secondly, you were able to bring down the net debt-to-EBITDA level quite dramatically in the quarter. Do you feel like you're
in a better position to act on special acquisition targets today than you were in the beginning of the year despite COVID-19. So essentially, I'm
asking how the M&A market is holding up for you?
Question: Adela Dashian - Handelsbanken Capital Markets AB, Research Division - Analyst
: Okay. Thirdly, if I could please also ask about the industrial market. It's clear to your comments today that the consumer market is performing better
at this point. So what are your expectations for the industrial market going forward?
Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst
: It's Carl here from Nordea. I have a few questions. First of all, if you could comment on the ramp-up in U.K. and Ireland. And what production pace
you are currently running at roughly if you compare to a normalized level or...
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JULY 15, 2020 / 8:00AM, INWI.ST - Q2 2020 Inwido AB (publ) Earnings Call
Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst
: And in terms of consumer demand in these markets, is it still healthy? Or is it more uncertainty? Or what do you see there?
Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst
: Okay. Perfect. And I mean, your order intake growth in South was 44%, if I remember correctly. And could you perhaps try to split it between the
markets, I mean, Denmark, U.K.? And I think you gave the number for e-Commerce.
Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst
: Okay. Perfect. And you also mentioned that you had operational disruptions in Sweden and Finland. I mean, was it primarily in the first few months
in the quarter? Or do you still see or experience such effects in your production units in these countries?
Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst
: Okay. Perfect. And the final one for me, if I may. If you could update us on the competitive landscape, whether you have seen any particular changes
now after or -- yes. Now we have had COVID-19 impact for a few months?
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JULY 15, 2020 / 8:00AM, INWI.ST - Q2 2020 Inwido AB (publ) Earnings Call
Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst
: It's Carl here from Nordea, again. I just have 1 more from my side. I mean, regarding the green deal, we have seen, I mean, several, yes, different
messages for Europe, we saw one communication in the U.K. And can you comment how this will or could potentially impact you and your business?
I mean it's obviously quite difficult for you to say right now, I guess. But do you feel that you have the right product assortment and so on in order
to capitalize on these programs?
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