Added to YB: 2026-01-08
Pitch date: 2026-01-06
ENR.DE [bullish]
Siemens Energy AG
Author Info
No bio for this author
Company Info
Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments.
Market Cap
EUR 109.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.55%
EV/EBITDA
28.31
P/E
79.72
EV/Sales
2.67
Sector
Electrical Equipment
Category
growth
Siemens Notes
ENR.DE (starter position): 50% global electricity demand growth next 10yrs driving 90-100GW gas turbine demand annually. 78GW backlog, 25GW capacity by 2027. Supplier play: Himile (002595.SH) at 24x EV/EBIT, 27% rev/EBIT growth. 52% tire molds (19% growth), 37% gas/wind parts (33% growth), 10% machine tools (145% growth). Starter position.
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