Aalberts Upcoming CMD: focus on portfolio optimisation and foremost M&A agenda
Next Tuesday Aalberts will be hosting its first CMD under the reins of the new CEO. In spite of headwinds in most of its important end markets we expect no surprise on current 2026 targets as management has been very vocal about their commitment to the targets set at the previous CMD in Dec-21. We look forward to seeing an update on portfolio optimisation as both disposals and M&A in the ongoing strategy cycle are so far -with 2 more years to go- falling short of communicated ambitions which were arguably constrained by the COVID pandemic. Disposals and (bolt-on) acquisitions should improve Aalberts' growth and margin profile across the cycle.Aalberts Industries is a technology company. As of Dec 31 2015, Co. is organized into four businesses: building installations, which produces and sells connection systems and valves to distribute and control water or gas in heating, cooling, drinking water, gas and sprinkler installations in residential, commercial and industrial buildings; climate control, which develops and produces complete hydronic systems-from source to emitter- for heating and cooling systems; industrial controls, which develops and produces regulation and control systems for selected niche markets; and industrial services, which provides a combination of material technology know-how and manufacturing capabilities.
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