Added to YB: 2026-08-13
Pitch date: 2026-08-11
OERL.SW [neutral]
OC Oerlikon Corporation AG
-0.41%
current return
Author Info
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Company Info
OC Oerlikon Corporation AG provides surface engineering, polymer processing, and advanced manufacturing services in Europe, the Americas, and the Asia-Pacific.
Market Cap
CHF 1.6B
Pitch Price
CHF 4.93
Price Target
N/A
Dividend
4.07%
EV/EBITDA
9.88
P/E
57.68
EV/Sales
1.50
Sector
Machinery
Category
growth
OC Oerlikon (OERL Switzerland): Pure-play strategy starts to show its earnings potential
OERL.SW (update): Post-Barmag pure-play showing potential. H1 orders +19% cc to CHF920m, sales +6.7% to CHF790m, EBITDA margin +300bp to 19.7%, net income CHF40m vs -CHF46m LY. Strong aero/defense/semi demand; raised 2026 guide (mid-single digit growth, 18.5-19.5% margin). Sept 8 CMD key catalyst. Components (11.9%) still weak; some M&E margin gains temporary.
Read full article (2 min)