Added to YB: 2026-02-20
Pitch date: 2026-02-17
GF.SW [neutral]
Georg Fischer AG
-0.56%
current return
Author Info
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Company Info
Georg Fischer AG engages in the provision of piping systems, and casting and machining solutions in Europe, the Americas, Asia, and internationally.
Market Cap
CHF 4.4B
Pitch Price
CHF 53.65
Price Target
N/A
Dividend
2.51%
EV/EBITDA
10.36
P/E
18.21
EV/Sales
1.61
Sector
Machinery
Category
special_situation
Georg Fischer (GF Switzerland): a transition year with messy optics, but the water‑pure‑play pivot is almost done
GF.SW (update): Water tech pivot nearing completion. Flow Solutions organic growth ~flat, adj EBIT margin ~10% (below 10.5-12.5% target) on mix/FX pressure. Auto castings exit brings CHF166M non-cash impairment H2. Post-Feb deconsolidation, aerospace/gas turbines (~3% sales) & Biel real estate remain for disposal. 2026: resi construction stabilizing, semi capex strong (Intel/Micron/TSMC), peers guide low-single-digit growth. Feb 25 results key for re-rating catalyst.
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