Added to YB: 2026-08-27
Pitch date: 2026-08-25
CNTL.SW [neutral]
Centiel AG
+0.32%
current return
Author Info
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Company Info
Centiel AG designs, manufactures, and supplies uninterruptible power supply (UPS) systems in Switzerland.
Market Cap
CHF 486.3M
Pitch Price
CHF 6.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.53
P/E
3.49
EV/Sales
9.11
Sector
Food Products
Category
growth
Centiel (CNTL Switzerland): Data-center demand pushes capacity expansion needs
CNTL.SW (earnings): 1H: rev +37% to CHF25.2m, adj EBIT margin +480bp to 20.9%, adj net profit >2x to CHF4.6m. Mgmt raised 2026 rev guide to ~CHF65m (>40% growth vs prior ~20% ambition); medium-term ~20% organic + US, adj EBIT margin >20%. Capacity +28% in 2026; hunting 2nd Lugano factory for 2027 toward CHF100m+ rev; headcount +20% off mid-2026. US via Neo Critical Power partnership (3.2GW installed across 17 states; 22 facilities, 2m sq ft), framework worth several $m. Positioned for NVIDIA 800VDC stages 1-2 (7-12%/2-6% of UPS mkt by 2030) via reconfig, no stage-3 product (0-1%, ~2027). Risk: scaling execution without eroding 20%+ margins.
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