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Electrification And Automation Trends Will Drive Stronger Industrial Brakes And Actuators Demand

Kendrion is betting that factories, warehouses, and even medical devices keep moving toward more electric and automated systems, which could lift demand for its brakes, actuators, and control parts. The catch is that a longer industrial slowdown or slower rollout of robotics and logistics projects could leave growth and profits below what the market currently expects.Read more

AN

€21.33

10.8% undervalued

AnalystConsensusTarget's

Fair Value

Revenue

3.46% p.a.

Profit Margin

8.17%

Future PE

15.98x

Price in 2029

€24.92

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Trending Discussion

GR

As someone who has dealt directly with them as a CTO for a credit union, I have 8 years of horror stories about doing business with them. If there was any other competitor than could deliver 80% of Fiserv services, there would be a mad rush to migrate to them. They should thank their lucky stars they are a near monopoly. this industry is so ripe for a well funded competitor. Their integration of technology is awful, their ability to fix their own implementation screwups is sadly tragic. Sometimes they just silently kill support tickets without resolution and you never find out until you do a follow up inquiry. Why, because sometimes no one you are dealing with knows how to fix it and knows no one to ask for help. They can not meet their own implementation deadlines and sometimes there is no one on a technical team dealing with you that has any banking or credit union experience. The is an industry insider phrase when you meet other Fiserv customers called being "Fiserved". It means telling others of your worst stories of dealing with them. Ask around, all CTO's have some doozies.

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HU

Most of the heavy investment has already been made. If sales continue improving, operating leverage could become much more visible.

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ST

Pretty sure this is analysis of the wrong company. I think this should be against NYSE: CSL not ASX: CSL

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