Research
FORUM TRANSCRIPT

Modulaire Group – Modular & Container Competitive Dynamics – 5 October 2021

  • Credit
  • Industrials
  • Europe
PREMIUM

Specialist

Senior executive at Portakabin Mobilraum GmbH

Agenda

  • Competitive positioning of Modulaire Group vs peers and pricing ability in European markets such as Germany
  • Growth vs maintenance CAPEX dynamics and container depreciation life cycle
  • Secondary container market – scrappage vs refurbishment and extent of variations across construction cycle
  • M&A outlook, including roll-up potential and synergies, plus utilisation drivers for Modulaire vs the market

Questions

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