JEME Capital is proud to present our Equity Research on Nexans, a French electrification services provider and a leading European cable manufacturer with over 20 years of experience in enabling efficient energy and data transmission.
Our report outlines the key investment drivers supporting Nexans’ long-term strategy:
• Pure Electrification Focus: The new Nexans Plan concentrates entirely on the Electrification business as the core revenue driver.
• Strategic Divestments: Exits from the Americas and non-core units aim to boost margins and strengthen the European footprint.
• Market Momentum: A +20.4% share price increase reflects investor optimism, reinforced by the recent CFO transition.
• Valuation: Target price €138.88, offering 9.27% upside; rating: Hold based on balanced risk-return outlook.
Nexans is well-positioned to capture value from structural megatrends while delivering disciplined execution and sustainable growth.