Component and logistic costs overshadow 34% org. growth
In Q2’21, Boule delivered sales that were 2% better than our expectations, as haematology markets start to return. Sequential growth was 10% and organic y-o-y growth was 34%, with improvement in all regions. Consumables sales, driven by OEM/CDS, were higher than expected, although current levels are still far from pre-pandemic numbers. Instrument sales were particularly strong in Asia, although total placement of 947 systems were slightly below our expectations (ABGSCe 1,050). Deliveries were hindered by component shortages, which together with increased transport costs and negative mix effect from high Asian instrument sales caused the lower gross margin at 41.6% (ABGSCe 42.3). The EBIT margin of 2.1% (ABGSCe 6.3%) was also impacted by increased sales activity and hiring costs.
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