Operational PressureManagement's revised near-term targets and limited guidance reflect weaker sales and margin pressure, reducing visibility on an imminent earnings recovery.
Trade HeadwindsExport tariffs from the Mexican plant to the US and tighter European import rules risk constraining market access and creating uncertainty for future sales growth.
Valuation And SentimentAnalysts moving from a transaction-based valuation to a peers-based approach resulted in a notably lower implied fair value and supported a Hold rating, signaling softer investor sentiment.