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Morgan Stanley bearish on Epiroc stock, highlights structural challenges in mining

Published 09/12/2024, 10:02
Morgan Stanley bearish on Epiroc stock, highlights structural challenges in mining
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On Monday, Morgan Stanley (NYSE:MS) announced a downgrade of Epiroc AB's (EPIA:SS) (OTC: EPOKY) stock from Equalweight to Underweight, adjusting the price target to SEK182.00 from SEK200.00. The firm expressed concern over the current market optimism regarding Epiroc's legacy business, noting it as excessively high given several factors that could impact the company's performance.

The downgrade reflects concerns about the consensus estimates for Epiroc's legacy business, excluding Stanley Infrastructure, which Morgan Stanley deems as overconfident. The analyst points to the uncertain timeline for a U.S. infrastructure recovery, a surplus of inventory, and the recent softening in U.S. Mining Services PPI as factors that could hinder Epiroc's expected performance. Additionally, costs are beginning to align with previous price increases, potentially squeezing profit margins.

Morgan Stanley also highlighted the risks associated with Epiroc's growth strategy, which has become more reliant on acquisitions following the purchases of RCT in 2022, CR in 2023, and Stanley Infrastructure in 2024. The firm suggests that the margin decline observed at Stanley Infrastructure post-acquisition indicates an increased M&A risk that should not be overlooked.

Moreover, the acquisitions are believed to have led to a decrease in Epiroc's return on capital employed (ROCE) and free cash flow (FCF) conversion, potentially impacting the company's financial health.

The report further discusses the structural challenges Epiroc is facing within the mining industry. The growing significance of underground mining and the electrification of mining equipment are areas where Epiroc's competitor, Sandvik, currently leads. This competitive dynamic could pose additional hurdles for Epiroc as it navigates the evolving landscape of the mining sector.

In conclusion, Morgan Stanley's downgrade reflects a cautious stance on Epiroc AB's future financial performance and growth strategy, taking into account the company's recent acquisitions, market challenges, and competitive pressures. The new price target represents a downward revision, suggesting that the firm anticipates a potential decrease in the company's stock value.

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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