Nextracker

Geopolitical Strains And Price Wars Will Erode Solar Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 24 Analysts

Published

28 Apr 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

US$49.89

8.2% overvalued

09 Aug

US$53.99

38.8%

-3.1%

Author's Valuation

US$49.9

8.2% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Increased 20%

AnalystLowTarget Fair Value

US$49.9

8.2% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

9.86%

Electrical revenue growth rate

0.44%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.58%

Calculation

US$604.09m

Earnings '28

17.12x

PE Ratio '28

US$10.34b

Market Cap '28

US$10.34b

Market Cap '28

162.41m

No. shares '28

US$63.69

Share Price '28

US$63.69 Share Price '28

Discounted to 2025 @ 8.57% p.a.

US$49.76

Fair Value '25

Geopolitical Strains And Price Wars Will Erode Solar Margins

Shared on07 May 25Fair value Increased 20%

Shared on07 May 25
Fair value Increased 20%