KBC Securities - EVS Broadcast Equipment SA (EVS) EVS Broadcast Equipment Ambition to become nr1 solution provider in ‘Live video industry by 2030

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KBC Securities

Guy Sips

EVS Broadcast Equipment Ambition to become nr1 solution provider in ‘Live video industry' by 2030

During a well attended Capital Markets Day, EVS confirmed not only its profitable and sustainable growth path but EVS also stressed its long term ambition of being the number one in its sector, the ‘Live video industry', by reaching € 350 a € 400m sales by 2030. EVS ambition is not only combining ‘Products' to create the perfect ‘Solutions' but they want to evolve from ‘Products' to ‘Solutions' to ‘an Ecosystem (VIA-MAP)'.

We updated our model after EVS' Capital Markets Day and the 3Q23 trading update of 10 days ago. As a result we increase our Target Price from € 33 to € 35. Buy maintained

27/11/2023 1 EN

Underlying

EVS Broadcast Equipment SA

EVS Broadcasting Equipment is engaged in the development and marketing of audiovisual equipment relating to the processing of pictures and sound. Co. provides solutions based on tapeless workflows with a consistent modular architecture. Co.'s activities are divided into the following regions: Asia-Pacific, Europe, Middle East and Africa, and America.

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BE0003820371 Euronext Brussels Belgium

Provider

KBC Securities

We are a financial services provider for several types of professional clients, each with distinct needs.

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Analysts

Guy Sips

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EVS Broadcast Equipment Ambition to become nr1 solution provider in ‘Live video industry' by 2030

We are a financial services provider for several types of professional clients, each with distinct needs.

Dynamic Top Pick List Update February 2026: Removing ASMi; Adding UCB

Morning Notes : CPINV BB, ELI BB, EVS BB, FUR NA, GIMB BB, IBAB BB, DEME BB

Morning Notes : EVS BB, SEQUA BB, ECMPA NA

DSM-Firmenich Biting the ANH bullet

Morning Notes : DSFIR NA, RET BB

Retail Estates 9m25/26 results, hit by Dutch Tax bill and Bankruptcies

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