BNP Paribas raises Andritz stock to Outperform, target to EUR72

Published 03/04/2025, 12:16
BNP Paribas raises Andritz stock to Outperform, target to EUR72

On Thursday, BNP Paribas (OTC:BNPQY) Exane upgraded Andritz AG (ANDR:AV) (OTC: ADRZF) stock rating from Neutral to Outperform, significantly increasing the price target to EUR72.00 from the previous EUR51.00. The revision reflects the firm’s positive outlook on Andritz’s prospects, particularly within its Environmental & Energy (E&E) division.

Christoph Blieffert of BNP Paribas Exane highlighted the potential for Andritz’s E&E division to benefit from the ongoing green transition. He pointed out that Germany’s commitment to climate neutrality, now enshrined in its constitution, along with investments from the country’s infrastructure fund, are expected to boost demand for green hydrogen plants and carbon capture and separation equipment. This sector is seen as pivotal for Andritz’s future growth.

The upgrade also takes into account the possibility of larger pulp projects resuming, which could present additional upside for the company. BNP Paribas Exane’s analysis suggests that Andritz is currently trading at an attractive valuation, with a multiple of 6x EV/EBIT for the year 2026, which supports the decision to upgrade the stock to Outperform.

Blieffert’s statement underscores the firm’s confidence in Andritz’s market position and its ability to capitalize on the increasing emphasis on environmentally friendly technologies. He believes that the company is well-positioned to secure a significant share of orders in the expanding market for sustainable energy solutions.

The new price target of EUR72.00 represents a substantial increase from the previous target, indicating BNP Paribas Exane’s belief in the company’s potential for stock price appreciation. Andritz AG’s shares are expected to benefit from these positive developments as the company continues to align with the broader trend towards sustainability and green energy infrastructure.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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