Update shared on02 Sep 2025
Fair value Increased 9.46%Konecranes’ price target has been raised to €81.00 as analysts cite strong structural growth drivers, benefits from U.S. reshoring and Chinese tariffs, and upgraded earnings forecasts, particularly in Port Solutions.
Analyst Commentary
- Inclusion on major conviction list reflects confidence in structural growth drivers.
- Expected benefit from Chinese tariffs and increased U.S. reshoring activity.
- Raised 2025 adjusted EBITA estimate by 18% following a strong Q2 performance.
- Bullish analysts forecast fiscal year 2025-2027 estimates 4%-16% ahead of consensus.
- Belief that structural growth in Port Solutions (especially U.S. replacement) will offset near-term headwinds in Industrial Equipment and Services.
What's in the News
- Konecranes expects net sales in 2025 to remain approximately at 2024 levels.
- Secured a contract to supply an advanced Automated Horizontal Transport System, including 42 Li-Ion AGVs and automated charging stations, supporting ECT Euromax terminal’s transition to fully electric operations, advancing port automation and Ecolifting initiatives.
- Received a repeat order from Super Terminais at the Port of Manaus for three pedestal-mounted cranes, enhancing capacity and sustainability with onshore electric connectivity, reinforcing long-term partnership and Ecolifting goals.
- Awarded an order for 39 industrial cranes for Hitachi Energy’s new manufacturing facility in Finland, providing smart, high-capacity lifting technologies to support energy transition and doubled transformer production.
- Launched new E-Hybrid RTG crane and electric empty container handler, advancing toward a fully electric port equipment portfolio by 2026; received initial orders and showcased technology aimed at reducing emissions and improving operational efficiency.
Valuation Changes
Summary of Valuation Changes for Konecranes
- The Consensus Analyst Price Target has risen from €74.00 to €81.00.
- The Consensus Revenue Growth forecasts for Konecranes has risen from 1.7% per annum to 1.9% per annum.
- The Net Profit Margin for Konecranes has risen from 9.75% to 10.26%.
Disclaimer
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