Added to YB: 2026-01-15
Pitch date: 2026-01-13
BEAN.SW [neutral]
BELIMO Holding AG
+1.14%
current return
Author Info
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Company Info
BELIMO Holding AG, together with its subsidiaries, engages in the development, production, and sale of damper actuators, control valves, sensors, and meters for heating, ventilation, and air conditioning systems (HVAC) in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.
Market Cap
CHF 10.3B
Pitch Price
CHF 831.00
Price Target
N/A
Dividend
1.14%
EV/EBITDA
41.06
P/E
60.17
EV/Sales
9.91
Sector
Building Products
Category
growth
Belimo (BEAN Switzerland): still executing flawlessly, but expectations leave little room for error
BEAN.SW (update): Swiss HVAC controls leader w/ data centers now 17% of revenue (up ~80% YOY). Expects FY25 sales at upper end of 15-20% organic growth target. Americas exceptional, Asia double-digit growth. Capex elevated at ~CHF 90M for capacity expansion. 2026 guide likely mid-teens growth, flat margins. Quality business but valuation requires near-perfect execution.
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