Utilities Romanian Investing Ideas
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.
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AN
RON 44.3
7.2% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-18.25% p.a.
Profit Margin
12.26%
Future PE
51.54x
Share price in 2028
RON 62.45