Enersense is targeting higher medium-term growth (6-7% CAGR) driven by energy infrastructure for data centers, despite slightly soft Q1 adjusted EBITDA and revenue.
Key Takeaways
- 1.Nordea maintains a fair value range of EUR 4.2–5.3 for Enersense, despite Q1 results coming in slightly below expectations.
- 2.The company upgraded its medium-term CAGR growth target to 6–7% (from 4–5%), fueled by potential demand in data center energy infrastructure.
- 3.The orderbook remains robust, growing 11% y/y (5% q/q) to EUR 413m, providing revenue visibility for 2026.
Table of Contents
- Relatively good visibility for 2026
- Comparable net sales growth was -2% in Q1 y/y
- Revenue growth target increased to 6-7%
- Quarterly estimates by segment
- Annual estimates by segment
- Peer group financials and valuation
- Reported numbers and forecasts
- Disclaimer and legal disclosures
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Authors
Pasi Väisänen, CEFASvante Krokfors
Securities
EnersenseOMX Helsinki All-Share
Themes
Data Center Infrastructure GrowthEnergy Transition Segment Volatility
Regions
EuropeFinland