Jefferies initiates Krones stock with Buy rating on beverage growth outlook

Published 26/08/2025, 08:36
Jefferies initiates Krones stock with Buy rating on beverage growth outlook

Investing.com - Jefferies has initiated coverage on Krones AG (ETR:KRN) with a Buy rating and a price target of EUR175.00, citing the company’s position at the intersection of structural beverage growth, sustainability-driven investment, and automation.

The research firm highlighted Krones’ clear strategy, strong execution, and robust financial profile, which it believes positions the company to grow ahead of the market. Jefferies expects a rerating underpinned by solid earnings growth and new product launches at the company’s CMD in September.

Krones has delivered strong financial results over the past five years, generating EUR1.1 billion in pre-M&A free cash flow and EUR800 million post-M&A, despite higher capital expenditures. The company maintains EUR440 million in net cash and approximately EUR850 million in unused credit lines.

The packaging and bottling technology leader achieved a record return on capital employed (ROCE) of 18.2% in fiscal year 2024, with aims to exceed 20% through EBIT growth and disciplined capital use. Working capital intensity dropped to a historical low of 17% in 2024 and is expected to remain below 20%.

Jefferies anticipates free cash flow conversion of approximately 70% from 2026, despite continued increased capital expenditures targeting capacity, modernization, and service expansion, which are expected to represent 3.5-4% of revenue.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.