Nexans Community
ENXTPA:NEX Community- 4 Narratives written by author
- 0 Comments on narratives written by author
- 30 Fair Values set on narratives written by author
Community Investing Ideas
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).Read more
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.Read more
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.Read more
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.Read more
