Nextracker

Geopolitical Strains And Price Wars Will Erode Solar Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

28 Apr 25

Updated

07 May 25

AnalystLowTarget's Fair Value

US$51.00

64.4% overvalued

10 Sep

US$83.85

146.9%

5.7%

146.9%

5.7%

You can edit this narrative until May 12 6:00 AM. Then, changes will post as Updates.

Author's Valuation

US$5164.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Increased 23%

AnalystLowTarget Fair Value

US$51

64.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

10.11%

Electrical revenue growth rate

0.50%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.82%

Calculation

US$607.62m

Earnings '28

17.30x

PE Ratio '28

US$10.51b

Market Cap '28

US$10.51b

Market Cap '28

161.73m

No. shares '28

US$64.98

Share Price '28

US$64.98 Share Price '28

Discounted to 2025 @ 8.58% p.a.

US$50.76

Fair Value '25

Geopolitical Strains And Price Wars Will Erode Solar Margins

Shared on07 May 25Fair value Increased 23%

Shared on07 May 25
Fair value Increased 23%