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Posted by
Two Blokes Jul 11 -
Filed in
Stock
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Knowles is a stable, undervalued industrial play with upside as its MedTech & Specialty Audio segment recovers and Precision Devices gains momentum. MSA margins have likely bottomed; improvement is expected as product mix normalizes and Syntiant volumes scale, making margin recovery a key Q2 catalyst. The PD segment is poised for growth, with strong bookings, a healthy backlog, and new specialty film products set to drive high-margin throughput in H2 FY25.
