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SPIE: European Battery Projects Will Drive Higher Margins And Share Price Potential

Accelerated Energy Transition And Digitalization Will Transform Infrastructure

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SPIE
AnalystHighTarget
Not Invested
Published 03 Aug 2025

Update shared on 16 Dec 2025

Fair value Decreased 3.23%
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AnalystHighTarget's Fair Value
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1Y
62.7%
7D
4.2%

Analysts have reduced their price target on SPIE by 2.00 dollars to 60.00 dollars. This reflects slightly lower assumptions for revenue growth and valuation multiples, which are only partly offset by improved margin expectations.

What's in the News

  • Signed a three year European framework agreement with Tesla to deploy Megapack battery energy storage system projects, covering all qualified SPIE subsidiaries and expanding opportunities in markets such as Poland and Germany (Key Developments)
  • Will deliver high value added engineering and balance of plant services on Tesla Megapack projects, including grid connection, auxiliary equipment installation and commissioning across multiple European countries (Key Developments)
  • Issued 2025 guidance indicating strong total growth, with revenue expected to exceed €10 billion driven by organic expansion and bolt on M&A (Key Developments)
  • Added to the FTSE All World Index, increasing SPIE's visibility among global equity investors and index tracking funds (Key Developments)

Valuation Changes

  • Fair Value Target was lowered slightly from €62.00 to €60.00 per share, reflecting more conservative growth and valuation assumptions.
  • The Discount Rate increased marginally from 6.70 percent to 6.77 percent, implying a slightly higher required return and a modestly lower present value of future cash flows.
  • Revenue Growth was reduced slightly from 7.10 percent to 6.79 percent per year, indicating a more cautious outlook on top line expansion.
  • Net Profit Margin was raised meaningfully from 4.58 percent to 5.47 percent, incorporating expectations for stronger operational efficiency and profitability.
  • Future P/E was cut significantly from 21.3x to 17.5x, suggesting a lower valuation multiple applied to SPIE’s expected earnings.

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