TRESU Q3 2023 Financial Report slide image

TRESU Q3 2023 Financial Report

TRESU Risk factors (continued) 4.5. The Group may experience fluctuations in its order intake The Group's quarterly and annual order intakes have fluctuated in the past for reasons, many of which are beyond its control and also during the COVID-19 pandemic where order intake slowed down or were postponed. Customers, including large converters, may decide to postpone, cancel or downsize their projects at their discretion and without any compensation to Tresu as there is no fixed or exclusive supplier relationship. The lead time for pipeline conversion to order intake may also be long and involve intensive sales effort and discussion even after technical dialogue is complete and be subject to formal approval by the board or senior management of the relevant customer. Fluctuations in the Group's operating results could cause its performance to fall below the expectations of analysts and investors, and adversely affect the value of the Bonds. As the Group's business and the market in which it operates are changing, its historical operating results may not be indicative of its future operating results. Any of the above could have a material adverse effect on the Group's business, financial condition and results of operations and could result in a loss for each Bondholder of part or all of each Bondholder's investment in the Bonds. 4.6. The Group is subject to risks associated with fluctuations in raw material prices Prices of raw material consumed by the Group and its suppliers when producing components for the Group are subject to fluctuations and an increase in the prices of raw materials may be transferred directly or indirectly to the Group's prices of components. Exposure to changes in raw material prices has historically not been hedged by the Group. Any inability to transfer such increased costs related to fluctuations in raw material prices to the Group's customers may have a material adverse effect on the Group's business, results of operations or financial condition and could result in a loss for each Bondholder of part or all of each Bondholder's investment in the Bonds. 4.7. Failure to develop and grow the Group's online sales platform The Group continuously works on developing new sales channels to maximize customer reach, for example online sales. The Group may not be able to successfully develop and grow its online sales platform and any material disruption or slowdown of the Group's information technology systems could disrupt the Group's ability to market, offer and sell its aftermarket products through the online sales platform, as well as the Group's ability to track, record and analyse the sales of its aftermarket products. This could result in the loss of revenue and potential damage to the Group's brands. 4.8. Defects in the Group's products or instructions on use may give rise to product liability claims and product recalls Faults and defects in the Group's products, wrong or incomplete instructions of use of products or use of products in a manner not foreseen or warned against by the Group, may cause the Group to be held liable in damages, including for product liability claims which could entail substantial costs and have a material adverse effect on the Group's brands and reputation. Although the Group produces and assembles its products in accordance with internationally recognised quality standards, there can be no assurance that all of its products are free from faults and defects. Faults and defects in the Group's products may also be caused by faults and defects in components purchased from the Group's suppliers. Although suppliers may be liable towards the Group, there can be no assurance that the supplier is obliged to or can compensate the Group for the full loss incurred by it. The occurrence of the above could have a material adverse effect on the Group's business, financial condition and results of operations and could result in a loss for each Bondholder of part or all of each Bondholder's investment in the Bonds. 42 52
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