Deutsche Bank starts Ferrovial at ‘buy,’ sees 20% upside on toll road strength

Published 19/03/2025, 13:14
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Investing.com -- Deutsche Bank (ETR:DBKGn) has initiated coverage on Ferrovial (BME:FER) with a "buy" rating, setting a price target of €48, which reflects a potential upside of approximately 20% from the last closing price of €40.36. 

The analysts flag the company’s strong pricing power in its toll road business, which is expected to benefit from structural factors such as population growth, rising disposable income, and limited price elasticity.

The brokerage notes that the market has not fully accounted for Ferrovial’s ability to set toll prices with considerable flexibility. 

This factor, combined with the company’s historical tendency to trade in line with forward earnings growth, supports Deutsche Bank’s forecast of a net income compound annual growth rate exceeding 12% between 2025 and 2027.

Ferrovial also has six projects currently in the pipeline, which could further enhance earnings potential over a longer horizon. 

The three-year outlook suggests an upside exceeding 40%, contingent on the successful execution of these projects.

The brokerage positions Ferrovial as a company with strong long-term fundamentals, benefiting from structural drivers that contribute to sustained revenue and profit growth.

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