Update shared on06 Sep 2025
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.
- The company completed a major share buyback, repurchasing 2,527,604 shares (6.43%) for $228.79 million.
- EnerSys raised its quarterly cash dividend by 9% to $0.2625 per share, marking the third consecutive annual increase.
- A workforce reduction affecting 575 employees (11% of non-production staff) is underway as part of a strategic restructuring plan, expected to generate $80 million in annualized savings beginning in fiscal year 2026, offset by one-time restructuring charges of $15-20 million.
Valuation Changes
Summary of Valuation Changes for EnerSys
- The Consensus Analyst Price Target has risen from $111.69 to $120.00.
- The Net Profit Margin for EnerSys has risen slightly from 9.78% to 10.20%.
- The Future P/E for EnerSys has risen slightly from 12.06x to 12.44x.
Disclaimer
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