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Spirax Group
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Spirax Group
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SPX
Spirax Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Decarbonization And Digital Connectivity Will Unlock Future Markets
Key Takeaways Expanding decarbonization, energy optimization, and digital solutions are fueling sustained revenue growth, market share gains, and strengthening recurring earnings through higher-margin services. Strategic restructuring, a pivot to more stable MRO sales in Asia, and sector recovery enable margin expansion, innovation, and increased financial flexibility.
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UK£75.11
FV
7.5% undervalued
intrinsic discount
4.58%
Revenue growth p.a.
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14 days ago
author updated this narrative
SPX
Spirax Group
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Emerging IoT And Decarbonisation Trends Will Transform Industrial Solutions
Key Takeaways Digital connectivity, decarbonisation trends, and manufacturing efficiency are transforming the Group's operating model, enabling recurring revenues and superior profitability. Strategic focus on emerging markets and digital services is set to diversify income streams, accelerate growth, and deliver sustained outperformance.
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UK£90.09
FV
22.9% undervalued
intrinsic discount
4.72%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
SPX
Spirax Group
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Digitalization And Stricter Regulation Will Hurt Legacy Steam But Enable Modest Digital Wins
Key Takeaways Heavy reliance on legacy steam technologies and slow diversification expose Spirax Group to market share loss as customers shift toward digital and energy-efficient alternatives. Rising regulatory, geopolitical, and supply chain pressures threaten earnings reliability, increase costs, and limit revenue and margin growth prospects.
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UK£57.5
FV
20.9% overvalued
intrinsic discount
3.64%
Revenue growth p.a.
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about 2 months ago
author updated this narrative