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Nexans Community
ENXTPA:NEX Community
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Nexans
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Nexans
BE
Bejgal
Community Contributor
Nexans will Shine with Record High Voltage Backlog Achieving €6.2B by 2024
Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).
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€95.1
FV
40.8% overvalued
intrinsic discount
-0.63%
Revenue growth p.a.
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8
users have followed this narrative
6 months ago
author updated this narrative
Nexans
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Electrification And Renewables Will Shape Future Infrastructure
Key Takeaways Strategic focus on electrification and high-value grid solutions, supported by infrastructure investments and digitalization trends, drives long-term growth and margin improvement opportunities. Robust financial position and innovation in AI and sustainable cables enhance operational efficiency, enabling flexible investment and supporting future earnings expansion.
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€133.79
FV
0.09% overvalued
intrinsic discount
-5.23%
Revenue growth p.a.
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1
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7
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Updated
narrative
Nexans
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Electrification And Urban Upgrades Will Expand Cable Opportunities Despite Risks
Key Takeaways Accelerated innovation in AI, digitalization, and premium product strategy is driving significant margin improvement and transformative long-term profitability for Nexans. Structural macro trends and strategic expansion into new markets position Nexans for unprecedented revenue growth, sustainable demand, and enhanced global market share.
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€160
FV
16.3% undervalued
intrinsic discount
-4.90%
Revenue growth p.a.
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0
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1
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7 days ago
author updated this narrative
Nexans
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Tariffs And Supply Chain Woes Will Erode Margins
Key Takeaways Deglobalization, costlier inputs, and volatile raw material prices threaten supply chains, margins, and long-term earnings stability. Intensifying competition and stringent regulations risk project delays, eroding profitability despite a strong project pipeline and growth ambitions.
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€100
FV
33.9% overvalued
intrinsic discount
-7.94%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative