SMA Solar Technology AG : Baisse exagérée du titre à notre avis après un T2 au-dessus des attentes
>Un T2 au-dessus des attentes porté par le segment Large Scale - SMA a publié hier des résultats T2 au-dessus des attentes. Les ventes se sont élevées à 398 M€, en baisse de 3% par rapport au T2 2023 mais au-dessus des attentes (consensus à 375 M€ et nos estimations 355 M€). L'EBITDA s'est établi à 31 M€ (-53% y-o-y) au-dessus du consensus à 18,1 M€ et notre prévision de 16 M€. La marge d'EBITDA du T2 est donc ressorti à 7,7% au-dessus du consensus à 4,8%. L'EBIT est...SMA Solar Technology is a holding company. Through its subsidiaries, Co. operates in five divisions: Medium Power Solutions, which distributes inverters, system solutions as well as products used for monitoring PV systems and energy management; Power Plant Solutions, which supplies central inverters and system solutions to PV plants; Service, which provides customers in Germany and abroad with support and after-sales services; Zeversolar, which serves the Chinese photovoltaic market and the budget market (low-price segment) in foreign markets; and Railway Technology, which manufactures converters as individual devices and energy supply systems for railway coaches.
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