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: Erik Paulsson - Nordea Markets, Research Division - Analyst
: So first of all, I was thinking about the strategy to double your Security Solutions and Electronic Security sales by 2023. And obviously, this new
acquisition of Protection One helps a bit on this journey. But still, you're quite a bit far from this of doubling. It's up to SEK 40 billion in 2023. How
do you feel about this at the moment?
Question: Erik Paulsson - Nordea Markets, Research Division - Analyst
: Understood. And just a final one also on -- you mentioned there on North American airport contract, which you had ended there. And that will
affect your guarding business negatively for the next 12 months here. How large is this contract in sales you?
Question: Andrew Charles Grobler - CrTdit Suisse AG, Research Division - Analyst
: Just 2 from me, if I may. Firstly, on the U.S. or North American transformation program, which is kind of coming towards this end. Any comment
on any benefits that accrued through the first half of this year and kind of what your expectations are for the full year from that program in isolation?
And then secondly, for Bart, just in terms of the interest charge, that's remained, I think, lower than consensus expectations in the first -- well, in
Q2. What's your guidance for the full year as of now for cash and P&L interest charge, please?
Question: Andrew Charles Grobler - CrTdit Suisse AG, Research Division - Analyst
: And why the increase in the second half?
Question: Oscar Val Mas - JPMorgan Chase & Co, Research Division - Analyst
: Magnus and Bart, I have 2 questions. The first one on the extra sales. So it's declined a bit to 16%, but it's still above the 14% from 2019. Can you
just remind me of those extra sales, how much is COVID? And how much is the events in travel coming back? And is there any visibility for Q3 for
extra sales? When should we start to think about that business going back to normal? And then the second question is just around your North
American -- your large North American competitor. Have you seen any change in behavior in terms of pricing now that they're integrating the big
acquisition?
Question: Oscar Val Mas - JPMorgan Chase & Co, Research Division - Analyst
: Okay. And...
Question: Oscar Val Mas - JPMorgan Chase & Co, Research Division - Analyst
: Sorry. Quickly, as a follow-up, have you given -- can you give the amount of extra sales in Europe versus the U.S?
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