Adela Dashian, an analyst from Jefferies, has initiated a new Buy rating on Munters Group AB (MMNNF).
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Adela Dashian has given her Buy rating due to a combination of factors that highlight Munters Group AB’s strategic positioning and growth potential. The company recently secured a significant order valued at USD 82 million from a US-based colocation provider, which underscores its capability to capitalize on the Geoclima acquisition. This order, involving the supply of Geoclima Circlemiser chillers, is expected to be fulfilled from mid-Q2 through Q3 2026, demonstrating a strong demand for Munters’ high-efficiency cooling solutions.
Additionally, while there are short-term tariff impacts due to the initial sourcing of chillers from Europe, the anticipated commencement of US production by the end of Q1 2026 is projected to enhance margins in the latter half of 2026. The Circlemiser technology, known for its exceptional energy efficiency and compact design, aligns well with the needs of hyperscale customers who prioritize reduced operating costs and increased capacity density. These factors collectively support a positive outlook for Munters Group AB, justifying the Buy rating.