Added to YB: 2025-11-24
Pitch date: 2025-11-20
PFSE.F [neutral]
PFISTERER Holding SE
+0.68%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
PFISTERER Holding SE manufactures and sells cable fittings, insulators for overhead lines, and associated components for sensitive interfaces in energy networks and renewable energy generation.
Market Cap
EUR 1.4B
Pitch Price
EUR 73.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.53
P/E
26.17
EV/Sales
3.20
Sector
Electrical Equipment
Category
N/A
Pfisterer (PFSE Germany): strong margins but lofty expectations leave little room for error
PFSE.F (quick overview): Q3 showed 19% EBITDA margin (vs expectations), €113M revenue flat but 1.25x book-to-bill signals visibility. Strong OHL pricing discipline driving near-term strength, but mgmt hints margins normalize to high-single digits. Trades ~20x EBIT - rich for cyclical capital goods. Solid execution but fully priced, little room for error.
Read full article (2 min)