Consensus ExpectationsConsensus expectations are much higher with +23% sales growth Y/Y, which was not confirmed by VAT in the press release.
EBITDA Margin RiskThe widening of the EBITDA margin range introduces some risk to Street views, potentially putting downward pressure on consensus.
Revenue ConcernsLower China revenue for the non-Chinese OEMs is seen as a material headwind to the overall market, impacting the growth of VAT's main US customers.