Oddo BHF - CORPORACION ACCIONA ENERGIAS RENOVABLES SA (ANE) Acciona Energia : Un S1 25 en ligne, une trajectoire 2025 confirmée et des cessions poursuivies

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Oddo BHF

Louis Boujard, CFA ...

Philippe Ourpatian

Acciona Energia : Un S1 25 en ligne, une trajectoire 2025 confirmée et des cessions poursuivies

29/07/2025 1 FR

Underlying

CORPORACION ACCIONA ENERGIAS RENOVABLES SA

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ES0105563003 Spain

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Louis Boujard, CFA

Philippe Ourpatian

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Schneider Electric : It's not just about data centers!

With an average organic revenue growth of >7.5% a year and a 190bp improvement in the adjusted EBITA margin by 2028, the group has a best-in-class growth profile. We do not believe that demand for data centers will decline between now and 2030, although it should normalise. We estimate that data centers will contribute just 35% of this growth in revenue, and that other segments are attractive (software, services, infrastructure). Outperform rating confirmed, target price lifted to € 274 (from € 265)

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Avec une croissance organique du CA > 7.5% par an en moyenne et 190 pb d’amélioration de marge d’EBITA ajusté d’ici 2028e, le groupe présente un profil de croissance de best-in class. Nous ne croyons pas à un retournement de la demande des datacenters d’ici 2030, cette dernière devant cependant se normaliser. Nous estimons que les datacenters ne contribueront qu’à hauteur de 35% à cette croissance de CA et que d’autres segments sont attractifs (software, services, infrastructures). Surperformance confirmée, OC relevé à 274 € vs 265 €.

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Julian Dobrovolschi

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Flow Traders : We see upside to consensus EPS of 8-16% for 2026 & 2027

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Acciona Energia : Un S1 25 en ligne, une trajectoire 2025 confirmée et des cessions poursuivies

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/30/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 30/07/2025

Acciona Energia : H1 in line, guidance confirmed and valuation reflecting the 2026+ plan

Schneider Electric : It's not just about data centers!

Schneider Electric : Pas seulement une histoire liée aux datacenters !

Flow Traders : We see upside to consensus EPS of 8-16% for 2026 & 2027

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