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Consensus Narrative from 2 Analysts
US Communications And Data Centers Will Fuel Storage Demand
Key Takeaways Growth in digital infrastructure, electrification, and automation is boosting demand for EnerSys' advanced storage solutions and fueling multi-year revenue and margin expansion. Strategic cost reductions, tech integration, and targeted acquisitions are widening EnerSys' market reach and driving structural improvements in profitability.
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US$120
FV
10.2% undervalued
intrinsic discount
1.90%
Revenue growth p.a.
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7 days ago
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