SMA Solar Technology AG : Favourable momentum but elements of uncertainty due to the magnitude of investment
>Upward revision to our 2023-2025 estimates - Following yesterday’s publication we have raised our estimates for 2023-2025 by an average of +30% to factor in the marked revision to the group’s guidance for 2023, the significant improvement in the group’s capacity rate over recent weeks and the more rapid-than-anticipated improvement in the component supply situation. In terms of capacity, the group is currently operating at more than 80% of its capacity in Germany (2...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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