Analyst Adela Dashian from Jefferies maintained a Buy rating on Munters Group AB and keeping the price target at SEK195.00.
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Adela Dashian has given her Buy rating due to a combination of factors, including Munters Group AB’s recent significant order and strategic positioning in the market. The company secured a substantial USD 82 million deal with a US-based colocation provider, which underscores its capability to capitalize on the Geoclima acquisition. This order, involving high-efficiency Geoclima Circlemiser chillers, is indicative of the strong demand for Munters’ advanced cooling solutions, especially in the context of growing AI infrastructure needs.
Moreover, Munters’ technology is recognized for its superior energy efficiency and compact design, appealing to hyperscale customers who prioritize cost-effectiveness and space optimization. Although there are short-term tariff challenges due to initial European sourcing, the anticipated commencement of US production by early 2026 is expected to enhance profit margins in the latter half of the year. These strategic developments and technological advantages contribute to the positive outlook and justify the Buy rating.