SIF : Key for 2026 is efficient order delivery, but key for 2027 is new order intake
Today we resume our coverage on SIF with a Neutral recommendation, and a TP of € 7.1. If SIF in the coming 12 months is able to deliver on its 2026 guidance, and refill its 2027 & 2028 order backlog with new large contracts, the stock has large upside potential. If they do not deliver, the stock has further downside potential.Sif Holding NV is a company based in the Netherlands, which provides steel foundations to the offshore wind, oil and gas markets. The Company operates in two segments: the Offshore Wind segment focuses on manufacturing monopiles for offshore wind farms. Monopiles consist of a tubular structure, typically with conical, and are hammered into the seabed. The Oil and Gas segment specializes in the production of steel tubular parts for the offshore oil and gas industries, with focus on jackets and related structures. The Company focuses on the North Sea region and also manufactures parts for machines and civil engineering projects, such as tubulars used in the Maeslant storm surge barrier, tubular structures used in the London Eye, and foundations for jetties, which are mooring platforms for ships.
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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