Epiroc is analysed through its specific exposure to underground and surface mining equipment, tools, parts and automation. Epiroc is exposed to mining investment, industrial production, China, input costs and the resilience of a global installed base.
mixedcompany specific
Mining fleet utilisation and aftermarket capture
Epiroc parts, consumables and service revenue rise with customer fleet utilisation even when new-equipment orders soften.
Watch
aftermarket growth and equipment orders · latest company guidance
Offsets
automation portfolio and installed base
benefitcommodities
Mining investment and ore production — Epiroc
For Epiroc's underground and surface mining equipment, tools, parts and automation, higher mineral prices and mine expansion support equipment, consumables and service demand.
Watch
aftermarket growth and equipment orders · copper and iron-ore prices · miner capex · production volumes
Offsets
aftermarket mix · customer diversification
mixedindustrial cycle
Global industrial investment — Epiroc
For Epiroc's underground and surface mining equipment, tools, parts and automation, factory, construction and resource-sector capital expenditure changes demand for equipment, components and services.
Watch
aftermarket growth and equipment orders · PMIs · order intake · customer capex
For Epiroc's underground and surface mining equipment, tools, parts and automation, chinese investment, regulation and trade policy can change volumes, local competition and market access.
Watch
aftermarket growth and equipment orders · China PMI · industrial production · local-content rules
Offsets
regional diversification · local production
harmcommodities
Metals and material input costs — Epiroc
For Epiroc's underground and surface mining equipment, tools, parts and automation, steel, copper, aluminium and specialist-material inflation can compress margins before pricing catches up.
Watch
aftermarket growth and equipment orders · metal indices · purchase-price variance · gross margin
Offsets
surcharges · hedges · supplier contracts
benefitbusiness model
Installed-base service and recurring revenue — Epiroc
For Epiroc's underground and surface mining equipment, tools, parts and automation, a large installed base stabilises cash flow and can offset weaker new-equipment demand.
Watch
aftermarket growth and equipment orders · service growth · retention · installed base
