Capital Goods Spanish Community
Our community narratives are driven by numbers and valuation.
Capital Goods Spanish Investing Ideas
NBI Bearings Europe Revenue to Surge with 7.38% Growth
En el cierre de los nueve primeros meses de 2025, NBI Bearings Europe confirma una recuperación gradual : mejora de márgenes (EBITDA 17,2%) y generación positiva de caja, con una reducción real de deuda (DFN/EBITDA ≈ 4x) y una sólida tesorería de más de 26 M€. Aunque los ingresos acumulados caen un 6,4% interanual, el tercer trimestre muestra reactivación operativa , impulsada por el fuerte crecimiento en India —ya con 90 nuevos clientes y expansión de producción superior al 100%—, mientras la nueva planta de Ahmedabad avanza hacia su apertura en 2026.Read more
Sacyr will boost its revenue with renewables and digital upgrades in the coming years
1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.Read more
Home Improvement Demand And Aftermarket Opportunities Will Redefine Industry Dynamics
Key Takeaways Expansion in aftermarket, smart solutions, and dealer-focused strategies is driving stable growth, stronger margins, and improved market share across key regions and segments. Operational efficiencies and exposure to global commercial pool projects are fortifying long-term profitability, revenue resilience, and future growth opportunities.Read more
Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes
Key Takeaways Overvalued revenue and asset growth may face headwinds if toll price increases, urban expansion trends, or US infrastructure momentum moderate or reverse. Reliance on green transition projects and an asset-light strategy is exposed to regulatory, funding, and execution risks that could compress future margins and profits.Read more
ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead
Key Takeaways Demand for digital and social infrastructure is fueling ACS's revenue growth, with strong pipelines and diversification across sectors and geographies supporting future expansion. Strategic investments in recurring assets and technology-driven efficiencies are improving margins, stabilizing earnings, and reducing business risk.Read more
ART: Electrification And Renewables Will Limit Pricing But Open Markets
Key Takeaways Lagging R&D investment and slow innovation could cause market share loss, reduced pricing power, and margin compression amid rapid industry digitalization. Rising supply chain, labor, and compliance costs from global risks and regulations threaten profitability and strain resources needed for growth.Read more
Rising Aftermarket Reliance And Cost Risks Will Challenge Long Term Earnings Sustainability
Catalysts About Fluidra Fluidra designs, manufactures and distributes equipment and solutions for residential and commercial swimming pools worldwide. What are the underlying business or industry changes driving this perspective?Read more
Multi Year Order Book And Cost Savings Will Reshape Long Term Earnings Profile
Catalysts About Obrascón Huarte Lain Obrascón Huarte Lain is an international construction and infrastructure group with core activities in North America, Europe and Latin America. What are the underlying business or industry changes driving this perspective?Read more
North American Toll Highways And Airports Will Drive A Stronger Long Term Outlook
Catalysts About Ferrovial Ferrovial develops, operates and invests in transport infrastructure, with a focus on toll highways, airports and complex construction projects. What are the underlying business or industry changes driving this perspective?Read more
