Added to YB: 2026-09-23
Pitch date: 2026-09-17
1AST.DE [neutral]
ASTA Energy Solutions AG
-1.64%
current return
Author Info
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Company Info
ASTA Energy Solutions AG produces and sells copper-based solutions for high-performance power transmission, generation, and e-mobility applications.
Market Cap
EUR 848.5M
Pitch Price
EUR 61.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.61
P/E
16.48
EV/Sales
1.03
Sector
Electrical Equipment
Category
growth
ASTA Energy Solutions (1AST Austria): Grid renewal supporting further capacity expansion
1AST.DE (quick overview): ASTA Energy Solutions is expanding premium CTC capacity against strong grid-replacement demand, while HVDC provides another attractive application and existing long-term agreements support the ramp. Demand includes major transformer manufacturers such as GE Vernova and Siemens Energy, newer agreements should carry better margins, and management targets €60-64m of adjusted EBITDA in 2026. Growth beyond that depends on executing the capacity program and securing additional agreements, while a potential North American manufacturing investment awaits sufficient customer commitments and attractive economics.
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