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 reaffirmed guidance are offset by continued weak revenue growth in China, supporting a wait-and-see stance.
Sentiment remains weak after the report. Investors focus on the China revenue decline and elevated short interest despite the margin gains.
HOLD is the call. Negative is the market mood. High risk means a lot can go wrong.
Latest change
- 28 Aug 2026 — The report shows margin improvements despite lower revenue, driven by cost savings and reiterated full-year guidance.
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Show all changes (5) — 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 stabilizes.
Bear case
Chinese VBP procurement risks price cuts on a meaningful share of sales and keeps sentiment subdued.
Why this signal
Improved margins and reaffirmed guidance are offset by continued weak revenue growth in China, supporting a wait-and-see stance.
Recent news
Q1 report for May–July was released on 27 August. Revenue fell 3 % while adjusted gross margin rose to 42.6 % and EBIT margin to 11.2 %. Order intake grew 3 % in constant currency and full-year guidance was reaffirmed. The share fell 5.3 % on the day.