Financial

Our internal analysis includes questions as below.

  • What are your most important financial objectives?
  • What are your long-term expectations for margins and return on capital?
  • How do you normally set your capex budget?
  • What do you need to spend on in the future?
  • How do you think about capital allocation going forward? What would make you change this approach?
  • Any particular asset out there that you would like to buy?
  • What targets do you have around your incentive scheme? Why those?

Other areas that are included in our analysis

  1. Moat / Sustainable business model

    Explain to me your long-term business plan
    What is your main competitive advantage and how do you protect it?
    What is the major strength as a company? Weakness?

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  2. Sustainability topics

    What major sustainability trends are impacting you and how are you dealing with them?
    How many people within the company are working on sustainability topics/issues?

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  3. Products

    What major product cycles will meaningfully impact your sales over the next planning period?
    Describe what factors around sales and profitability that can you impact, and which are out of your control?

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