Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
INIO [bullish]
Innio N.V.
-49.42%
current return
Author Info
No bio for this author
Company Info
Innio N.V., through its subsidiaries, provides power generation equipment and services under the Jenbacher and Waukesha brands.
Market Cap
$15.9B
Pitch Price
$39.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.76
P/E
652.78
EV/Sales
5.76
Sector
Electrical Equipment
Category
growth
Baron Global Durable Advantage ETF New Portfolio Holding: Innio N.V.
INIO: INNIO’s Jenbacher and Waukesha engines are benefiting from record behind-the-meter data-center power demand as AI load growth and grid interconnection shortages favor reliable, fast-response generation. Q1 2026 orders reached 2 GW and backlog exited at 8 GW. Capacity is planned to rise from 3 GW to 10 GW by 2030, while equipment sales create service EBITDA exceeding twice the original-equipment contribution over 20-plus-year engine lives. Rising equipment demand and the installed base’s long service tail are expected to support meaningfully higher stock prices over time.
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