Added to YB: 2026-08-10
Pitch date: 2026-08-06
RSGN.SW [neutral]
R&S Group Holding AG
-0.41%
current return
Author Info
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Company Info
R&S Group Holding AG manufactures and supplies electrical infrastructure products the United Kingdom, Switzerland, Ireland, Italy, Poland, and the Middle East.
Market Cap
CHF 733.4M
Pitch Price
CHF 19.58
Price Target
N/A
Dividend
2.53%
EV/EBITDA
9.76
P/E
12.65
EV/Sales
1.92
Sector
Electrical Equipment
Category
growth
R&S Group (RSGN Switzerland): A weak first half
RSGN.SW (earnings): H1 rev CHF179m, ~10% below consensus, order intake also missed but book-to-bill 1.2x. EBITDA margin 19% beat despite lower volumes; FCF intact. Backlog grew to ~CHF358m, visibility into 2027-28. First FY guide CHF410-420m implies stronger H2 (CHF230-240m). Thesis rests on long-term power transformer demand, capacity expansion & sustained margins.
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