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SCHMID has provided an update on order intake year-to-date, confirming that it has received orders worth c €43m, with €26m received in the last month. Customers in Asia are accelerating their capacity investments for the next phase of AI infrastructure build-out and the company is seeing its pipeline strengthening. This level of order intake currently supports management’s guidance for FY26, but we see risk to the upside if current order momentum can be maintained.
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Schmid Group N.v. (SHMD.US)
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