Added to YB: 2025-12-12
Pitch date: 2025-12-10
HTRO.ST [bullish]
Hexatronic Group AB (publ)
+5.49%
current return
Author Info
Fjord Alpha shares deep dives on Northern European mid-caps targeting 20%+ CAGR. Private investor with Nordic roots. 25 years in-market. Independent and long-term, looking for non-consensus ideas the market is not pricing. Sign up for the newsletter.
Company Info
Hexatronic Group AB (publ), together with its subsidiaries, develops, manufactures, markets, and sells fiber communication solutions in Sweden, the United States, Germany, the United Kingdom, and internationally.
Market Cap
SEK 4.1B
Pitch Price
SEK 20.21
Price Target
100.00 (+369%)
Dividend
N/A
EV/EBITDA
7.57
P/E
32.39
EV/Sales
0.84
Sector
Electrical Equipment
Category
turnaround
Hexatronic: Fallen Angel offers asymmetric opportunity
HTRO.ST: Fallen fiber infrastructure stock down 90% from peaks, now positioned for US BEAD $42.5B stimulus + AI data center boom. New US factories protected by 'Buy America' laws, Data Center segment +40% growth, SEK 122M cost cuts program. Trading 8.2x EBITDA vs 13.5x peers. Target SEK 100 (37% CAGR to 2030).
Read full article (15 min)