Added to YB: 2026-01-22
Pitch date: 2026-01-20
BEAN.SW [neutral]
BELIMO Holding AG
+2.17%
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 10.8B
Pitch Price
CHF 875.50
Price Target
N/A
Dividend
1.08%
EV/EBITDA
43.08
P/E
63.12
EV/Sales
10.40
Sector
Building Products
Category
growth
Belimo (BEAN Switzerland): growth still exceptional, but it’s no longer about demand
BEAN.SW (update): Delivered 23.3% organic growth in 2025, above 15-20% target. Data centers drove +81% H1, +71% H2 growth, but broad-based strength across EMEA renovation/restocking & APAC semiconductors/batteries. Exceptional compounder w/ high ROCEs but trades 40x fwd EV/EBIT vs peers, leaving the investment case to hinge on market willingness to look further out.
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