Equita Sim analyst maintained a Buy rating on Ecomembrane S.P.A. yesterday and set a price target of €6.50.
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Equita Sim has given his Buy rating due to a combination of factors, starting from Ecomembrane’s robust 2025 performance, where revenues, EBITDA and net income all exceeded expectations thanks to faster execution in both biomethane and solar projects, with margins improving as volumes scaled. The order backlog, including highly visible pipeline projects, now covers the large majority of expected 2026 revenues, underpinning a solid medium‑term growth profile despite a slightly weaker than expected net cash position linked to business acceleration.
Equita Sim’s rating is based on the view that, although geopolitical tensions are likely to pressure input costs and slightly dilute margins due to a greater weight of lower‑margin solar and EPC activities, the regulatory backdrop in Italy has become more supportive, with extended deadlines for biomethane plants and the prospect of new incentives enhancing revenue visibility. Against this mixed but ultimately favorable context, the broker has marginally trimmed EPS forecasts and lowered the target price to €6.5 per share, which still implies roughly 30% upside on 2026‑27 valuation metrics, justifying the confirmation of the Buy recommendation.