Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CENER.BR
HOLDCenergy Holdings SA · Industrials · Belgium · $5.6B · Avg Vol: $462K/d
COMPANY DESCRIPTION
Cenergy Holdings SA is a Belgian-listed industrial holding company operating through its subsidiaries, Hellenic Cables and Corinth Pipeworks, in the energy transmission sector. The company is a key beneficiary of the global energy transition, manufacturing high-voltage submarine cables for offshore wind farms and hydrogen-ready steel pipes. Its competitive advantage is driven by state-of-the-art manufacturing facilities, a strong order backlog, and specialized technical certifications required for major offshore energy projects.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.6B | 1.9B | 2.0B | 2.3B | 13.1% | 2.3B | 2.6B | 2.9B | 11.3% |
| EPS | 0.36 | 0.44 | 0.81 | 1.04 | 42.1% | 1.04 | 1.33 | 1.45 | 18.2% |
| Shares | 190.2M | 190.2M | 212.3M | 212.3M | +11.6% | 212.3M | — | — | — |
| Debt | 688.6M | 638.1M | 676.5M | 735.3M | 2.2% | 1.1B | — | — | — |
| Equity | 388.6M | 460.7M | 808.6M | 1.0B | 37.2% | — | — | — | — |
| Op CF | -110.6M | 237.3M | 343.0M | 294.7M | 11.4% | 295.1M | — | — | — |
| Inv CF | -80.6M | -144.0M | -277.8M | -305.1M | — | — | — | — | — |
| Fin CF | 234.1M | -74.0M | 228.0M | 18.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of CENER.BR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CENER.BR | Cenergy Holdings SA(you) | $5.6B | 55 | HOLD |
| UMI.BR | Umicore SA | $5.7B | 76 | BUY |
| VIO.BR | Viohalco S.A. | $5.7B | 78 | BUY |
| DEME.BR | DEME Group NV | $5.1B | 86 | STRONG BUY |
| ACKB.BR | Ackermans & Van Haaren NV | $10.6B | 77 | BUY |
| FLOB.BR | Floridienne S.A. | $663M | 51 | HOLD |
| RECT.BR | Recticel SA/NV | $691M | 48 | HOLD |
| BEKB.BR | NV Bekaert SA | $2.2B | 89 | STRONG BUY |
| BPOST.BR | bpost NV/SA | $354M | 43 | HOLD |
| JEN.BR | Jensen-Group NV | $880M | 91 | STRONG BUY |
Peer medians: ROE 11.1% · P/E 13.8x · Gross margin 21.5%