Update shared on 10 Dec 2025
Fair value Increased 0.071%Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook.
What's in the News
- Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).
- Delta highlighted an active M&A strategy. The company stated it continues to seek acquisition and investment targets in new technologies and market assets but will stay disciplined on valuation and turnaround risk (Seeking Acquisitions/Investments).
- Delta unveiled an AI Data Center Microgrid Solution at Energy Taiwan 2025, featuring high efficiency solid state transformers and millisecond scale load response for AI workloads (Product Related Announcements).
- The company introduced AI enabled energy storage and management solutions for industrial and commercial campuses, focused on cutting electricity costs and supporting decarbonization strategies (Product Related Announcements).
- Delta expanded its utility scale energy storage and megawatt class DC fast charging offerings, including a 5 MWh all in one ESS container and 1 MW heavy duty vehicle chargers with AI based charger health monitoring (Product Related Announcements).
Valuation Changes
- Fair Value Estimate has risen slightly to NT$1,182 from NT$1,181, reflecting a marginal upward revision in intrinsic value.
- Discount Rate has increased modestly to 6.94 percent from 6.91 percent, implying a slightly higher required return on equity risk.
- Revenue Growth Assumption has risen slightly to 16.74 percent from 16.59 percent, incorporating a small improvement in top line expectations.
- Net Profit Margin has edged down slightly to 11.44 percent from 11.46 percent, signaling a marginally softer profitability outlook.
- Future P/E Multiple has eased fractionally to 40.64 times from 40.67 times, indicating an almost unchanged long term valuation framework.
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