Q2/26 marked the sixth consecutive quarter with sequential earnings growth for Alcadon, in line with our expectations. Management states that it sees increasing demand in its data centre segment, also bringing a positive impact to the related structured cabling segment. Meanwhile, the decline in the broadband segment appears to have levelled off during the quarter. M&A activity remains high. Mechanical impact points to unchanged estimates. Conf call at CET 10:00.
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