The Bull Case for Palfinger (WBAG:PAL) Could Change Following Landmark Electric Crane Contract in Offshore Wind

• Palfinger recently announced it has secured a contract to supply the first fully electric offshore cranes to be installed on wind platform substations at the Bałtyk 2 and Bałtyk 3 offshore windfarms in Poland, with the cranes to be manufactured at its Gdynia facility and featuring advanced diagnostic systems and remote connectivity for onshore operation and maintenance.
• This milestone not only highlights Palfinger’s innovation in electrified lifting solutions but also showcases its growing presence within the renewable energy sector.
• We will examine how Palfinger's entry into fully electric offshore crane supply could further strengthen its focus on ESG-driven growth opportunities.

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Palfinger Investment Narrative Recap

For shareholders in Palfinger, the key story is a focus on recovering earnings and margin growth, while harnessing the company’s edge in electrified and renewable infrastructure solutions. The recent win to deliver fully electric offshore cranes to Bałtyk 2 and Bałtyk 3 in Poland adds positive momentum to its ESG initiatives, but is unlikely to materially impact the most immediate business catalyst, restoring profit growth after recent declines, given ongoing market softness, especially in North America.

Among the most relevant recent announcements is Palfinger’s private placement of 2,826,516 treasury shares completed in July 2025, raising gross proceeds of €100 million. This additional capital may provide more flexibility for investments in innovation-focused segments like electrified lifting, helping to support long-term growth initiatives while the company works to improve operational efficiency and address subdued earnings.

However, these positive developments are balanced by persistent operational challenges, particularly the underutilization and margin pressure in core segments, which investors should be aware of if...

Read the full narrative on Palfinger (it's free!)

Palfinger's outlook points to €2.8 billion in revenue and €170.4 million in earnings by 2028. Achieving this will require 6.3% annual revenue growth and an increase in earnings of €88.6 million from the current level of €81.8 million.

Uncover how Palfinger's forecasts yield a €43.30 fair value, a 44% upside to its current price.

Exploring Other Perspectives

Retail investors in the Simply Wall St Community cite fair values for Palfinger from €14 to €82.82 based on three separate estimates. With profit growth still recovering from recent declines, you can explore alternative viewpoints on Palfinger’s future prospects and value.

Explore 3 other fair value estimates on Palfinger - why the stock might be worth less than half the current price!

Build Your Own Palfinger Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Palfinger research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Palfinger research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Palfinger's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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