Nexans : Well wired for future growth

Following several management meetings (site visits, road shows, etc.), we are reaffirming our Outperform recommendation on a leading global player benefiting from investment tailwinds across low, medium, and high voltage. M&A is also expected to act as a growth accelerator. Factoring in the group’s new governance structure, focus on innovation, and solid backlog, we are forecasting a 2025-28 EBITDA CAGR of 11.6%, with “de-risked” guidance for 2026. We are raising our target price to € 170 from € 160.

Disclosure of trading in own shares on March 2, 2026

Disclosure of trading in own shares on March 2, 2026 Head Office : 4 allée de l'Arche, 92400 Courbevoie, FranceTel : + 33 (0) 1 78 15 00 00 – a French Société Anonyme with a share capital of € 43,744,779 – R.C.S. Nanterre 393 525 852 – Id VAT FR 74 393 525 852            Disclosure of trading in own shares         March 2, 2026          Issuer : Nexans          Category : treasury shares                      Pursuant to applicable law on share buybacks, Nexans declares the following purchases of its own shares on March 2, 2026                The trades have been executed within the framewo...

What is the pricing power of US firms?

As a result of the war in the Persian Gulf, energy prices are skyrocketing. For some spending, the impact on consumers is immediate. Filling the tank with gas in the US costs 20% more than it did two weeks ago. What will be the impact on the overall price level? The key point is the ability of companies to pass on the increased costs, or even take advantage of the situation to expand their margins. This is what happened in 2022. At the time, demand for almost all goods and services boomed, giving companies a lot of pricing power. The current situation is different. Households are under greater...

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