Elekta EKTA B
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The news check keeps the assessment current.
General analysis — not personal advice.
Maintain existing position; avoid adding exposure until order intake and China effects can be assessed in upcoming reports.
Improved margins and reiterated guidance are offset by continued weak revenue growth in China, justifying continued caution.
Sentiment remains weak after the report. Investors focus on the Chinese revenue decline and high short interest despite margin improvements and positive study data.
HOLD is the call. Negative is the market mood. High risk means a lot can go wrong.
Latest change
- 28 Sep 2026 — Report published 27 August showed unchanged key figures but improved margins driven by cost savings.
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Show all changes (6) — follow the company freeAbout the company
Elekta is a Swedish medtech company selling radiotherapy systems (linear accelerators), radiosurgery (Gamma Knife), and oncology software. The company recently received FDA 510(k) clearance for Elekta Evo in the US and is executing a cost-saving program to improve margins.
Bull case
Cost savings and margin expansion provide support for profitability if order intake stabilises.
Bear case
Chinese VBP procurement risks price cuts on a significant portion of sales and keeps sentiment subdued.
Why this signal
Improved margins and reiterated guidance are offset by continued weak revenue growth in China, justifying continued caution.
Recent news
Q1 report for May–July was released on 27 August showing declining revenue but sharply improved margins. Elekta subsequently presented promising long-term data at ASTRO for Unity in pancreatic cancer and phase 2 data for Gamma Knife in up to 50 brain metastases. The share has risen around 13–14 % in October to 59.50 SEK despite persistently high short interest and weakness in China.