Added to YB: 2026-09-25
Pitch date: 2026-09-22
2GB.DE [bullish]
2G Energy AG
+0.4%
current return
Author Info
No bio for this author
Company Info
2G Energy AG, together with its subsidiaries, manufactures and provides decentralized energy supply systems in Germany and internationally.
Market Cap
EUR 1.1B
Pitch Price
EUR 61.85
Price Target
126.00 (+103%)
Dividend
0.35%
EV/EBITDA
32.26
P/E
63.71
EV/Sales
2.71
Sector
Electrical Equipment
Category
growth
2G Energy: How a Quiet Heat-and-Power Mittelständler From Münsterland Became an AI Infrastructure Play
2GB.DE: 2G Energy is scaling from a CHP niche champion into an AI data-center power supplier, with H1 2026 orders reaching €479.4M versus €110.7M a year earlier and a 42%-of-revenue service base. At ~€60, a 23x multiple on modeled 2029 EPS of €5.50 implies a €126 three-year target and ~29% annual return. The key risk is converting concentrated data-center orders while nearly tripling production capacity.
Read full article (9 min)