Enersense hosted a CMD on 4 June. Its new strategy focuses on industrial service and project business, which is the right direction, in our view. We raise our revenue estimates by 4-5% and EBITDA estimates by 2-4% for 2025-27, but we are still below the company’s new financial targets of a revenue CAGR of 4-5% and EBIT margin of >5% for 2025-28. We increase our fair value range to EUR 4.5-6.5 (4-6).
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