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Eregli Demir ve Çelik Fabrikalari T.A.S

Decarbonization Pressures And Tariffs Will Erode Steel Margins

Key Takeaways Heavy reliance on carbon-intensive technology and slow product diversification expose the company to rising costs and declining competitiveness amid global decarbonization trends. Weak global demand, trade barriers, and sustained overcapacity threaten sales volumes, pricing power, and long-term earnings stability.Read more

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AN

AnalystLowTarget

₺17.66

62.8% overvalued

AnalystLowTarget's Fair Value

Revenue

11.73% p.a.

Profit Margin

8.27%

Future PE

15.22x

Price in 2029

₺50.92

Eregli Demir ve Çelik Fabrikalari T.A.S

Global Urbanization And Clean Energy Will Expand Steel Demand

Key Takeaways Ongoing investments in efficiency and green technologies position the company for margin expansion, cost reductions, and positive earnings surprises beyond current forecasts. Strategic focus on premium and low-carbon steel enables market share gains, export pricing strength, and sustained profit outperformance versus less advanced competitors.Read more

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AnalystHighTarget

₺39.7

27.6% undervalued

AnalystHighTarget's Fair Value

Revenue

11.68% p.a.

Profit Margin

17.64%

Future PE

16.13x

Price in 2029

₺114.85

Eregli Demir ve Çelik Fabrikalari T.A.S

EREGL: Future Sales Guidance Will Support Efficiency As Risks Remain Balanced

Key Takeaways Recent production upgrades and efficiency projects will boost margins, support higher earnings, and reduce reliance on volatile raw material input costs. Strategic investment in sustainable energy and an EU-focused export strategy enhance revenue diversification and position the company for premium pricing and stable long-term growth.Read more

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AN

AnalystConsensusTarget

₺29.82

3.6% undervalued

AnalystConsensusTarget's Fair Value

Revenue

11.1% p.a.

Profit Margin

12.06%

Future PE

17.93x

Price in 2028

₺76.88

Recently Updated Narratives

ID

Great dividend but share numbers have increased 100% in last 12 months!!

Fair Value: US$32.99 26.9% overvalued

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RE

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Fair Value: €17.13 54.8% undervalued

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CO

composite32

SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans

Fair Value: UK£9.39 18.8% undervalued

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Popular Narratives

WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 49.1% undervalued

11.4k

85

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35

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 20.9% undervalued

8.1k

75

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AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 28.7% undervalued

10.8k

1050

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Trending Discussion

ZD

Zdend1

The price has been in the free fall since the IPO, do you think that we are reaching the bottom and has anything of the assumptions changed since publishing?

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HE

Hemingway

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

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US

Net here,remains to be seen!

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