How Dassault Systèmes’ Asia-Pacific Cloud Win With C-Tech Will Impact Dassault Systèmes (ENXTPA:DSY) Investors

• C-Tech, a New Zealand–owned advanced composites manufacturer, recently selected Dassault Systèmes’ 3DEXPERIENCE platform on the cloud to modernize its end‑to‑end design, engineering and manufacturing workflows, improving simulation accuracy and collaboration.
• This adoption highlights how Dassault Systèmes is extending the reach of its cloud-based 3DEXPERIENCE offering into Asia-Pacific advanced manufacturing, underscoring growing appeal across specialized, high-performance industries.
• We’ll now examine how this Asia-Pacific cloud win, particularly its end-to-end digitalization angle, could shape Dassault Systèmes’ broader investment narrative.

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Dassault Systèmes Investment Narrative Recap

To own Dassault Systèmes, you generally need to believe its 3DEXPERIENCE platform and cloud transition can keep deepening customer stickiness and recurring revenues, despite slower earnings growth and margin pressure. The C‑Tech cloud win is directionally positive for the short‑term catalyst of broader 3DEXPERIENCE cloud adoption, but by itself does not materially change the key risks around execution in new markets and cost inflation.

The most relevant recent announcement here is Grundfos choosing 3DEXPERIENCE on the cloud for thousands of users across divisions, which, together with C‑Tech, reinforces the thesis that cloud and subscription adoption remain central to supporting Dassault Systèmes’ growth ambitions and to offsetting cost and FX pressures.

But while customer wins like C‑Tech and Grundfos support the cloud story, investors should also be aware of...

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

Dassault Systèmes' narrative projects €7.6 billion revenue and €1.7 billion earnings by 2028. This requires 6.2% yearly revenue growth and about a €0.6 billion earnings increase from €1.1 billion today.

Uncover how Dassault Systèmes' forecasts yield a €31.66 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community valuations cluster between €26 and €46, showing how differently private investors are sizing up Dassault Systèmes. Against that backdrop, the execution risk around scaling 3DEXPERIENCE cloud adoption could be crucial for how the company’s performance ultimately lines up with these expectations, so it is worth exploring several viewpoints before forming a view.

Explore 5 other fair value estimates on Dassault Systèmes - why the stock might be worth just €26.00!

Build Your Own Dassault Systèmes 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 Dassault Systèmes research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Dassault Systèmes research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dassault Systèmes' 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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