Utilities Romanian Community
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Utilities Romanian Investing Ideas
Heavy Capital Program And Unit 1 Refurbishment Will Eventually Squeeze Margins And Earnings
Catalysts About S.N. Nuclearelectrica S.N. Nuclearelectrica is a Romanian nuclear power producer with projects spanning existing reactors, new large reactors and small modular reactors, as well as ancillary nuclear and isotope facilities. What are the underlying business or industry changes driving this perspective?Read more
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AN
RON 38.1
77.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-17.82% p.a.
Profit Margin
16.07%
Future PE
32.49x
Price in 2029
RON 54.14
Excessive Valuations Will Falter Under Rising Renewable Competition
Key Takeaways Aggressive expansion and reliance on sustained high electricity prices face risks from regulatory delays, rising costs, and growing renewable competition. Overdependence on government policy and optimistic demand projections may expose revenue and margins to downside if conditions change.Read more
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AN
RON 45.55
48.6% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-19.77% p.a.
Profit Margin
5.66%
Future PE
118.25x
Price in 2029
RON 64.59
