Report
Fabian Semon

INDUS Holding AG : Analyst Day: Portfolio resegmentation initiated & mid-term targets confirmed

>Crystallising of value potential and even more growth orientation in the future - At the Analyst Day, INDUS announced it was composing a holding company resegmentation into three new segments, which are more geared towards mega trends (1/ infrastructure; 2/ materials, 3/ engineering). This approach is in analogy to what we have proposed in our initiation note back in July 2022 (Crystallising of value potential is underway). Portfolio companies with good prospects wil...
Underlying
INDUS Holding AG

Indus Holding is a holding company. Co., through its subsidiaries, is engaged in the acquisition of profitable mid-sized industrial enterprises and optimizing their business growth. Co.'s portfolio companies are organized into five segments: Construction/Infrastructure, Automotive Technology, Engineering, Medical Engineering/Life Science and Metals Technology. The Construction/Infrastructure segment comprises nine operating units; the Automotive Technology segment comprises ten operating units; the Engineering segment comprises nine operating units; the Medical engineering/Life Science segment is made up of three companies; and the Metals Technology segment encompasses nine operating units.

Provider
Oddo BHF
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.

Analysts
Fabian Semon

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