NEXTRACKER INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 55.81 USD | -0.91% |
|
-0.89% | +19.12% |
| Jun. 05 | ETF of the week: Clean energies take off again |  |
| May. 15 | Fox Advisors Upgrades Nextracker to Outperform From Equal Weight, $60 Price Target | MT |
Valuation
| Fiscal Period: März | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|
| Capitalization 1 | 1,663 | 7,683 | 7,958 | - | - |
| Enterprise Value (EV) 1 | 1,680 | 7,683 | 7,254 | 6,811 | 6,148 |
| P/E ratio | 4,625 x | 16.7 x | 20.7 x | 17.4 x | 16.1 x |
| Yield | - | - | - | - | - |
| Capitalization / Revenue | 0.87 x | 3.07 x | 2.77 x | 2.47 x | 2.22 x |
| EV / Revenue | 0.88 x | 3.07 x | 2.53 x | 2.11 x | 1.72 x |
| EV / EBITDA | 8.04 x | 14.7 x | 11.7 x | 9.77 x | 8.33 x |
| EV / FCF | 16.1 x | - | 18.8 x | 14.3 x | 11.5 x |
| FCF Yield | 6.22% | - | 5.32% | 7.01% | 8.69% |
| Price to Book | 10.8 x | - | 5.6 x | 4.18 x | 3.22 x |
| Nbr of stocks (in thousands) | 45,869 | 136,542 | 141,291 | - | - |
| Reference price 2 | 36.26 | 56.27 | 55.81 | 55.81 | 55.81 |
| Announcement Date | 5/10/23 | 5/14/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: Maart | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|
| Net sales 1 | 1,458 | 1,902 | 2,500 | 2,868 | 3,221 | 3,576 |
| EBITDA 1 | - | 209 | 521.5 | 618.2 | 696.9 | 737.9 |
| EBIT 1 | - | 168.5 | 522.8 | 583.1 | 648.2 | 680.3 |
| Operating Margin | - | 8.86% | 20.91% | 20.33% | 20.13% | 19.02% |
| Earnings before Tax (EBT) 1 | - | 169.1 | 608 | 532.8 | 619.5 | 649.4 |
| Net income 1 | 50.91 | 1.143 | 306.2 | 390.9 | 469 | 497.6 |
| Net margin | 3.49% | 0.06% | 12.25% | 13.63% | 14.56% | 13.91% |
| EPS 2 | - | 0.007840 | 3.370 | 2.698 | 3.201 | 3.463 |
| Free Cash Flow 1 | - | 104.5 | - | 385.7 | 477.3 | 534.6 |
| FCF margin | - | 5.49% | - | 13.45% | 14.82% | 14.95% |
| FCF Conversion (EBITDA) | - | 50% | - | 62.39% | 68.49% | 72.44% |
| FCF Conversion (Net income) | - | 9,141.38% | - | 98.67% | 101.76% | 107.44% |
| Dividend per Share 2 | - | - | - | - | - | - |
| Announcement Date | 9/23/22 | 5/10/23 | 5/14/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: März | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 513.4 | 518.4 | 479.5 | 573.4 | 710.4 | 736.5 | 615 | 691.5 | 772.5 | 784.2 | 709.1 |
| EBITDA 1 | 62.7 | 72.51 | 83.67 | 110.2 | 167.8 | 159.6 | 129 | 150.3 | 170.2 | 171.2 | 155.5 |
| EBIT 1 | 59.66 | 40.58 | 82.4 | 112.4 | 161.6 | 166.2 | 120.5 | 139.5 | 162.1 | 162.5 | 139.4 |
| Operating Margin | 11.62% | 7.83% | 17.18% | 19.6% | 22.74% | 22.57% | 19.59% | 20.17% | 20.99% | 20.72% | 19.65% |
| Earnings before Tax (EBT) 1 | 61.03 | 40.06 | 72.75 | 85.41 | 166.8 | 283.1 | 113.5 | 125.6 | 148.9 | 151.3 | 140.4 |
| Net income 1 | 42.59 | 1.143 | 20.43 | 39.25 | 41.4 | 205.2 | 79.2 | 92.35 | 106.7 | 115.7 | 112.4 |
| Net margin | 8.3% | 0.22% | 4.26% | 6.85% | 5.83% | 27.86% | 12.88% | 13.36% | 13.81% | 14.75% | 15.86% |
| EPS 2 | - | 0.007840 | 0.4300 | 0.5500 | 0.8700 | 1.510 | 0.5428 | 0.6323 | 0.7363 | 0.7766 | 0.6972 |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 3/9/23 | 5/10/23 | 7/26/23 | 10/25/23 | 1/31/24 | 5/14/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: März | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|
| Net Debt 1 | - | 17.1 | - | - | - | - |
| Net Cash position 1 | - | - | - | 704 | 1,146 | 1,809 |
| Leverage (Debt/EBITDA) | - | 0.082 x | - | - | - | - |
| Free Cash Flow 1 | - | 104 | - | 386 | 477 | 535 |
| ROE (net income / shareholders' equity) | - | 30.8% | - | 34.3% | 28.1% | 21.2% |
| ROA (Net income/ Total Assets) | - | 2.7% | - | 17.4% | 16.8% | 11.9% |
| Assets 1 | - | 42.33 | - | 2,252 | 2,796 | 4,181 |
| Book Value Per Share 2 | - | 3.370 | - | 9.970 | 13.40 | 17.30 |
| Cash Flow per Share 2 | - | 0.7400 | - | 3.460 | 3.690 | 3.410 |
| Capex 1 | - | 3.18 | - | 8.16 | 8.84 | 9.26 |
| Capex / Sales | - | 0.17% | - | 0.28% | 0.27% | 0.26% |
| Announcement Date | 9/23/22 | 5/10/23 | 5/14/24 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
BUY
Number of Analysts
28
Last Close Price
55.81
USD
Average target price
61.33
USD
Spread / Average Target
+9.90%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +19.12% | 7.96B | |
| +58.72% | 29.23B | |
| -24.98% | 19.11B | |
| -11.55% | 14.16B | |
| -3.72% | 12.11B | |
| -13.53% | 8B | |
| +15.48% | 7.3B | |
| -31.81% | 6.81B | |
| -33.18% | 5.81B | |
| +3.29% | 5.68B |
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- Financials Nextracker Inc.
