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We expect that cost increases will happen at a slower pace than revenue growth in 2024. The current guidance midpoint indicates 10% y/y revenue growth and an EBITDA margin of 5% in 2024. The orderbook of EUR 457m was 10% y/y higher at the end of December. Guidance does not look overly challenging and we expect Enersense to reaffirm its full-year guidance in its Q1 release. One risk factor relates to muted FID development in the wind power sector, which is why we slightly downgrade our medium-term expectations, leading to a fair value range of EUR 5.8-7.4 (6.4-7.8) per share. Our valuation approach is DCF-based, backed by a peer group comparison. Marketing material commissioned by Enersense.
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