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Key Takeaways Demographic stagnation and housing trends in core European markets constrain demand, while cost pressures and regulatory demands threaten to erode profitability and margins. Market saturation, limited pricing power, and lower per-unit spending on premium products combine with rising costs to suppress sales growth and compress net margins.

Key Takeaways Sustained growth in shower toilets, digital and automation investments, and premium product leadership are set to raise long-term revenues and margins beyond analyst expectations. Aging infrastructure and geographic expansion into high-growth markets will drive multi-year high-margin growth, aided by favorable regulations and a focus on water-efficient technologies.

Key Takeaways Introducing innovative products and expanding AI and digital efforts are expected to drive market share growth and improve operational efficiency and net margins. Site consolidation and emphasis on manufacturing automation are anticipated to enhance efficiency, stabilize expenses, and positively impact net margins and earnings.