Update shared on09 Sep 2025
Fair value Increased 1.44%A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39.
What's in the News
- Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
- Opened the Smart Manufacturing Innovation Center in Taiwan, offering hands-on training and equipment validation, with Delta and NVIDIA launching a joint Cyber-Physical Integration Classroom to advance digital twin and AI applications.
- Announced a new partnership with Microchip Technology to integrate mSiC products into Delta’s designs, accelerating development of SiC solutions and high-efficiency power electronics for markets such as AI, mobility, and automation while offering technical training and R&D collaboration.
- Commenced construction of a new EMEA regional headquarters in Hoofddorp, Netherlands, designed as a net-zero energy green building with BREEAM-Outstanding certification, set to support business growth and innovation.
Valuation Changes
Summary of Valuation Changes for Delta Electronics
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from NT$673.67 to NT$683.39.
- The Consensus Revenue Growth forecasts for Delta Electronics has risen slightly from 13.1% per annum to 13.3% per annum.
- The Discount Rate for Delta Electronics remained effectively unchanged, moving only marginally from 6.73% to 6.82%.
Disclaimer
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