Professional
Added to YB: 2025-06-20
Pitch date: 2025-03-31
ACLN.SW [neutral]
Accelleron Industries AG
+76.84%
current return
Author Info
No bio for this author
Company Info
Accelleron Industries AG designs, manufactures, sells, and services turbochargers, fuel injection equipment, and digital solutions for heavy-duty applications.
Market Cap
CHF 8.4B
Pitch Price
CHF 38.91
Price Target
N/A
Dividend
2.06%
EV/EBITDA
21.18
P/E
31.27
EV/Sales
6.25
Sector
Electrical Equipment
Category
growth
Spheria Global Opportunities Fund Portfolio Holding: Accelleron Industries AG
ACLN.SW (holding update): Global leader in off-highway turbochargers with 13% revenue/17% EBIT growth to $1B in FY23. Strong demand in bulk vessels, power, datacenters. Expected low-growth post-ABB spin-off proved incorrect with market share gains, innovation (TPX, Tekomar XPERT). Now attractive at 15.5x FY25 EBIT after tariff-related selling.