Added to YB: 2026-04-13
Pitch date: 2026-04-06
HUBN.SW [neutral]
Huber+Suhner AG
+11.66%
current return
Author Info
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Company Info
Huber+Suhner AG engages in the provision of power and data connectivity components and system solutions in Switzerland, Europe, the Middle East, Africa, the Asia-Pacific, and the Americas.
Market Cap
CHF 3.6B
Pitch Price
CHF 181.80
Price Target
250.00 (+23%)
Dividend
1.04%
EV/EBITDA
27.43
P/E
47.87
EV/Sales
3.88
Sector
Electrical Equipment
Category
growth
HUBER+SUHNER: the Swiss Niche Player Riding the AI and Defense Wave
HUBN.SW (overview): Swiss connectivity co riding AI/defense wave via POLATIS optical circuit switches (likely Google customer), defense RF assemblies, RADOX rail cables. FY25 orders CHF 1,032M (first time >1B), book-to-bill 1.19x, backlog CHF 432M. Poland facility expanding POLATIS capacity 5x. Industry segment 18% EBIT margin, Communication recovering from telecom slump. Trades 44x P/E vs peers 20-30x; needs flawless execution. Fair value CHF 185-200 vs CHF 175 current. Key risks: CHF strength, valuation stretched, revenue lumpiness. Bull: margins >12%, EPS CHF 5.50+, pt CHF 220-250. Bear: FX headwinds, hyperscaler delays, pt CHF 100-130.
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