Update shared on 05 Nov 2025
Fair value Increased 14%Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.
What's in the News
- Delta Electronics is actively seeking mergers and acquisitions to access new technology and market opportunities. Leadership emphasizes careful target evaluation and a disciplined investment strategy (Third Quarter 2025 Analyst Meeting).
- At Energy Taiwan 2025, Delta introduced its AI Data Center Microgrid Solution, which features solid-state transformers with up to 98.5% efficiency, hybrid energy storage, and advanced microgrid controls for AI workloads (Energy Taiwan 2025 announcement).
- New AI-enabled energy solutions unveiled for industrial and commercial sites help enterprises address rising electricity costs. These solutions feature modular, liquid-cooled storage and AI-based scheduling (Energy Taiwan 2025 announcement).
- Utility-scale deployments now include a 5-MWh-class all-in-one energy storage system, along with high-efficiency power supplies for hydrogen production from renewables (Energy Taiwan 2025 announcement).
- Delta presented AI-driven smart manufacturing and collaborative robotics solutions at Automation Taipei 2025. The company showcased digital twin technology to shorten design and prototyping cycles (Automation Taipei 2025 announcement).
Valuation Changes
- Fair Value: Increased from NT$1,044.11 to NT$1,193.39, reflecting improved expectations.
- Discount Rate: Decreased slightly from 6.86% to 6.84%, indicating marginally lower risk assumptions.
- Revenue Growth: Risen from 15.65% to 16.57%, suggesting higher projected top-line expansion.
- Net Profit Margin: Edged up from 11.36% to 11.46%, showing anticipated improvement in profitability.
- Future P/E (Price-to-Earnings): Increased from 40.14x to 41.04x, which implies a higher valuation for future earnings.
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