US Communications And Data Centers Will Fuel Storage Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

03 Sep 24

Updated

08 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

52.9%

7D

3.2%

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1Y

52.9%

7D

3.2%

You can edit this narrative until Dec 9 12:06 PM. Then, changes will post as Updates.

Author's Valuation

US$1442.2% overvalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

ENS: Share Repurchases And Disciplined M&A Will Shape A Balanced Outlook

Analysts have nudged their price target on EnerSys slightly higher to approximately $144.00 per share, citing modest adjustments to the discount rate and forward valuation assumptions while leaving fair value and growth expectations largely unchanged. What's in the News Management reiterated that mergers and acquisitions remain a core growth pillar, highlighting a pipeline of compelling targets and an intention to deploy capital only into high quality, high return on invested capital opportunities (Key Developments).

Shared on 24 Nov 25

ENS: Share Buybacks And Margin Expansion Will Support A Balanced Outlook

Analysts have maintained their price target for EnerSys at $144.00. Recent rationale highlights modestly improved revenue growth and profit margin projections, while adjustments to the discount rate and future price-to-earnings expectations have had minimal net impact on the valuation.

Shared on 08 Nov 25

Fair value Increased 20%

ENS: Higher Margins And Sales Will Support Fair Valuation Ahead

Analysts have raised their fair value estimate for EnerSys from $120 to $144.00. This change reflects improved expectations for growth and profitability.

Shared on 06 Sep 25

Fair value Increased 7.44%

The upward revision in EnerSys' price target reflects improvements in profitability, as seen in the slight increase in net profit margin, alongside a modestly higher future P/E, resulting in a new consensus fair value of $120.00. What's in the News EnerSys is actively seeking bolt-on acquisition opportunities that align with its strategic and financial criteria to strengthen customer relationships and expand market share.

Shared on 08 Aug 25

Fair value Increased 6.01%

Despite declines in both revenue growth and net profit margin forecasts, the consensus analyst price target for EnerSys has increased to $111.69, suggesting expectations for improved valuation drivers beyond these top-line and bottom-line metrics. What's in the News EnerSys increased its quarterly cash dividend by 9% to $0.2625 per share, marking the third consecutive annual raise.

Shared on 08 May 25

Fair value Decreased 4.96%

Shared on 30 Apr 25

Fair value Decreased 2.13%

AnalystConsensusTarget has decreased revenue growth from 4.1% to 3.3%.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.04%

AnalystConsensusTarget has decreased revenue growth from 5.2% to 4.1%.

Shared on 09 Apr 25

Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 7.64%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 8.28%

AnalystConsensusTarget has decreased future PE multiple from 16.4x to 13.5x.

AnalystConsensusTarget Fair Value

US$144

2.2% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.33%

Electrical revenue growth rate

0.52%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

9.86%

Calculation

US$464.85m

Earnings '28

x

12.32x

PE Ratio '28

=

US$5.73b

Market Cap '28

US$5.73b

Market Cap '28

/

30.28m

No. shares '28

=

US$189.20

Share Price '28

US$189.20 Share Price '28

Discounted to 2025 @ 9.86% p.a.

=

US$142.69

Fair Value '25