Hola Luis. No, vamos a ver que pasa al final y si cayese por eso (todavía se mantiene en los mismos niveles), podríamos ver que descuenta el mercado. De momento sin mas novedad e información, no le vemos sentido a hacerlo.
No obstante te adjunto el comentario del CEO con respecto al tema en la última conferencia de resultados:
By 2026, we expect a significant increase in adjusted free cash flow as our global footprint restructuring is set to conclude by the end of 2025. As a reminder, our outlook does not consider the impact of recent tariffs, which seem to be changing on a daily basis. However, let me briefly outline our approach and how we plan to minimize the potential impact on the business.
Since 2019, we have taken proactive steps to localize our supply chain, significantly reducing reliance on global imports. Our intercompany flows across regions are minimal, but we have some raw materials and components shipped into our US operations that will be exposed to these new tariffs. In regards to finished goods, there are no shipments from China and Canada to the US and as for Mexico, the vast majority of products are picked up directly by the OEMs at our factory gates, making them responsible for onward shipment costs, including freight and duties. This is industry practice for suppliers like us.
Additionally, we have a strong track record of recovering a significant part of any direct tariff impact on the business, as demonstrated under the last Trump administration when steel tariffs were imposed. In summary, while we're not entirely immune to some potential tariffs, we are well-positioned to remain resilient and effectively mitigate their impact.
¿Tenéis algún cálculo hecho de cómo puede afectarles los aranceles de USA al haber cerrado la planta allí y depender de la de México?
Hola Luis. No, vamos a ver que pasa al final y si cayese por eso (todavía se mantiene en los mismos niveles), podríamos ver que descuenta el mercado. De momento sin mas novedad e información, no le vemos sentido a hacerlo.
No obstante te adjunto el comentario del CEO con respecto al tema en la última conferencia de resultados:
By 2026, we expect a significant increase in adjusted free cash flow as our global footprint restructuring is set to conclude by the end of 2025. As a reminder, our outlook does not consider the impact of recent tariffs, which seem to be changing on a daily basis. However, let me briefly outline our approach and how we plan to minimize the potential impact on the business.
Since 2019, we have taken proactive steps to localize our supply chain, significantly reducing reliance on global imports. Our intercompany flows across regions are minimal, but we have some raw materials and components shipped into our US operations that will be exposed to these new tariffs. In regards to finished goods, there are no shipments from China and Canada to the US and as for Mexico, the vast majority of products are picked up directly by the OEMs at our factory gates, making them responsible for onward shipment costs, including freight and duties. This is industry practice for suppliers like us.
Additionally, we have a strong track record of recovering a significant part of any direct tariff impact on the business, as demonstrated under the last Trump administration when steel tariffs were imposed. In summary, while we're not entirely immune to some potential tariffs, we are well-positioned to remain resilient and effectively mitigate their impact.