Added to YB: 2026-02-12
Pitch date: 2026-02-10
R3NK.DE [bullish]
RENK Group AG
+5.63%
current return
Author Info
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Company Info
RENK Group AG engages in the design, engineering, production, testing, and servicing of customized drive systems in Germany and internationally.
Market Cap
EUR 5.7B
Pitch Price
EUR 57.69
Price Target
N/A
Dividend
0.73%
EV/EBITDA
26.86
P/E
56.90
EV/Sales
4.79
Sector
Machinery
Category
growth
RENK (R3NK Germany): solid delivery, clean cost control and a constructive setup for 2026
R3NK.DE (update): 2025 sales +19% to ~€1.1B, adj EBIT +22% to €231M (17% margin) despite Israel embargo, weak USD & tariff noise. VMS revenue +23% on new modular line ramp. FCF €71M (50% conversion) hit by MBT & frigate order slips, but delays timing not structural. Mgmt comfortable w/ 2026 consensus €277M EBIT (~20% growth). Attractive valuation vs defence growth runway.
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