R3NK Share Price Performance
€0
-19.60 (-100.00%)
Price €0
Fair Value€55.00
Share Pricen/a
RENK Group AG Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 50 Fair Values set on narratives written by author
R3NK Community Narratives
AN
Fair Value €55 8.3% undervalued intrinsic discount
Rising Regulatory Pressures Will Jeopardize Order Book Despite Niche Advances
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Fair Value €69.8 27.7% undervalued intrinsic discount
Robust Orders From NATO And Germany Will Create Future Momentum
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CH
Fair Value €69.87 27.8% undervalued intrinsic discount
Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
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Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
In a renewed political landscape where a Trump administration adopts a more interventionist stance toward Ukraine, the United States sharply increases its military aid—providing advanced tank transmissions, power packs, and suspension systems. This pivot alleviates initial concerns among European allies, but it simultaneously reinforces the imperative for Europe to shore up its own defense capabilities.Read more
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CH
€69.87
27.8% undervalued intrinsic discount
Chris1 Fair Value
Revenue
15% p.a.
Profit Margin
16%
Future PE
25x
Price in 2030
€91.76
Robust Orders From NATO And Germany Will Create Future Momentum
Key Takeaways Surging defense spending and modernization programs drive strong order growth, recurring revenues, and greater earnings visibility for RENK. Technological innovation, geographic expansion, and a focus on high-margin aftermarket services strengthen margin profile and reduce operational risk.Read more
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AN
€69.8
27.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
18% p.a.
Profit Margin
11.93%
Future PE
33.43x
Price in 2028
€83.7
Increased Defense Budgets And Energy Transition Will Expand Opportunities
Key Takeaways First-mover advantage in digital and modular systems, plus robotics partnership, will drive market share gains and sharply higher margins as adoption accelerates. Expanding in energy transition sectors and leveraging supply chain resilience will secure recurring revenue and stable growth beyond defense and through geopolitical uncertainty.Read more
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AN
€90
43.9% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
23% p.a.
Profit Margin
12.61%
Future PE
36.15x
Price in 2028
€106.9
Rising Regulatory Pressures Will Jeopardize Order Book Despite Niche Advances
Key Takeaways Reliance on concentrated defense clients and limited product range increases RENK's vulnerability to public policy shifts and customer losses. Rising global competition, technological disruption, and supply chain pressure threaten RENK's pricing power, margins, and long-term market position.Read more
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AN
€55
8.3% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
15% p.a.
Profit Margin
10%
Future PE
34.02x
Price in 2028
€65.33
Trending Discussion
Recently Updated Narratives
CH
Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
Fair Value: €69.87 27.8% undervalued intrinsic discount
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AN
R3NK: Revenue Guidance And Index Inclusion Expected To Sustain Fair Valuation
Fair Value: €69.8 27.7% undervalued intrinsic discount
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Rising Regulatory Pressures Will Jeopardize Order Book Despite Niche Advances
Fair Value: €55 8.3% undervalued intrinsic discount
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Snowflake Analysis
RENK Group AG Key Details
About R3NK
- Founded
- 1873
- Employees
- 4352
- CEO
- WebsiteView website
RENK Group AG engages in the design, engineering, production, testing, and servicing of customized drive systems in Germany and internationally. The company operates through three segments: Vehicle Mobility Solutions, Marine & Industry, and Slide Bearings. It offers single and dual engine gearboxes; marine gearboxes, clutches, and bearings; shaft generators; hybrid and electric, and onboard power grid solutions; transmissions, engines, final drives, suspension systems, and track tension; and electrification and hybrid mobility solutions. The company also provides helical, planetary, integral, vacuum, and clutch gearboxes; variable speed systems; and industrial gearboxes for mills, extruders, and hydropower plants. In addition, it offers slide bearings, couplings, and test systems. The company also provides engineering, condition monitoring, maintenance and modernization, and spare parts management services; mechanical and gear manufacturing, hardening, and metrology services; marine services, including evaluation and design of propulsion system, and power distribution and grid design; design of suspension for military vehicle; and test systems. The company serves military vehicles, marine and civil marine, cement and plastics production, and oil and gas industries, as well as customers in hydrogen, energy generation, carbon capture, utilization and storage, and industrial heat pump applications. RENK Group AG was founded in 1873 and is headquartered in Augsburg, Germany
