Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.
What's in the News
- Delta and Siemens Smart Infrastructure announced a global partnership to deliver prefabricated, modular power solutions for accelerating AI and cloud computing data center deployments. The partnership also aims to reduce CAPEX and enhance power management and reliability (Key Developments).
- Delta Electronics introduced its AI Data Center Microgrid Solution at Energy Taiwan 2025. The solution features high-efficiency Solid-State Transformers, robust management of diverse energy sources, and advanced modeling to improve power quality for AI workloads (Key Developments).
- The company debuted energy solutions for commercial and industrial campuses, including the liquid-cooled C Series energy storage system with modular and rapid-deployment features, supporting sustainability and efficiency goals (Key Developments).
- Delta is actively seeking mergers and acquisitions, focusing on targets that offer new technology or valuable market assets. The company remains selective by considering financial and strategic fit as key deal factors (Key Developments).
- For heavy transportation, Delta presented megawatt-class DC fast-charging systems and an AI-based Charger Health Management Platform to promote operational reliability and rapid electrification of truck fleets (Key Developments).
Valuation Changes
- Fair Value Estimate: Decreased modestly from NT$1,193.39 to NT$1,181.17.
- Discount Rate: Increased slightly from 6.84% to 6.91%.
- Revenue Growth Estimate: Edged up marginally from 16.57% to 16.59%.
- Net Profit Margin Estimate: Remained stable, moving minimally from 11.46% to 11.46%.
- Future P/E Ratio: Decreased slightly from 41.04x to 40.67x.
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