Earnings ForecastEPS revised as a more gradual recovery pace is factored in, translating into a 9% average cut in FY25-26E EBITDA.
Guidance VisibilityFY guidance will be disclosed only in September, limiting the current visibility on the scale and sustainability of the recovery.
ProfitabilitySECO unveiled its 3Q24 results, which were weaker than expected, highlighting a top-line drop in line with expectations but with a lower profitability.