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Ericsson CFO Confirms India Slowdown Is Short-Term—Recovery Expected


Updated: July 15, 2025 11:22

Image Source: Business Standard
Ericsson’s CFO Lars Sandström has reassured investors that the company’s recent dip in India is temporary, with expectations of a strong rebound. Despite missing Q4 profit estimates and a sharp drop in stock value, Ericsson remains optimistic about longterm growth in the region.
 
Key Highlights:
  • India’s slowdown stems from reduced telecom capex and post5G rollout stabilization.
  • Q4 adjusted EBIT came in at $894 million, below Bloomberg’s $943 million forecast.
  • Retail sentiment remains bullish despite a 10% stock dip in premarket trading.
Market Dynamics:
  • North America saw a 54% sales surge, offsetting declines in Asia.
  • India remains Ericsson’s secondlargest market, with high data consumption and smartphone growth expected to drive future demand.
  • The company is investing in a 6G R&D center in Chennai and partnering with Indian institutes.
Outlook:
Ericsson anticipates renewed telecom investments and sustained demand for digital infrastructure.
 
Sources: TechResearchOnline, Stocktwits, Financial Express.

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