Nordex SE


ACCIONA, A VERTICALLY INTEGRATED PLAYER OR AN INFRA INVESTMENT PLAY? (REDUCE; 1% UPSIDE)

18/06/26 -" With consolidated EBITDA now split roughly c.35% to Acciona Energía, c.32% to Infrastructure & Construction, c.30% to Nordex (REDUCE; Germany) and c.3% to Bestinver AM and other activities, ..."

Pages
52
Language
English
Published on
18/06/26
You may also be interested by these reports :
18/06/26
With consolidated EBITDA now split roughly c.35% to Acciona Energía, c.32% to Infrastructure & Construction, c.30% to Nordex (REDUCE; Germany) ...

17/06/26
Our target price increases as we have revised upward our assumptions regarding AI-related capital expenditures, particularly in the US, where data ...

09/06/26
Despite matching Stoxx 600’s returns, Schneider Electric ( REDUCE; France ) has underperformed its two largest peers in the Electricals ...

05/06/26
L+G held its Capital Markets Day on 1 June 2026. It was a deep dive into L+G’s business model. The targets were well received by the market (c. +4%). ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO