Modulaire Group - comment

The results were below our estimates, but an improving gross margin and stable unit sales will keep the bonds from widening as

Aengus McMahon23 May 2025MODULAIRE

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Modulaire - Speaking Volumes

Please find our new analysis, here.

Modulaire protected cash flow by cutting capex, and with assets that can last 25 years or more, it is a trick that they repeat whilst they wait for