Masterflex

Masterflex expects a stronger push in 2027: two major growth projects (a new plant in Morocco for aerospace and deliveries from the largest engineering framework contract) are about to ramp up and should deliver material revenue growth from 2027. At the same time, the economic environment in Germany is improving, which could stabilize weaker sales markets. The company already shows significantly higher profitability (EBIT margin sustainably above 13%) and confirmed the annual guidance of €103–108m in revenue and €13–16m in EBIT. The market has so far priced in little of the potential, while major shareholders have increased their positions. » Altro su finanzen.net

Despite difficult industrial conditions, Masterflex increased sales and EBIT; in H1 2026 sales rose to €54.3m and operating EBIT to €8.0m, and the 2026 forecast was confirmed. Early indicators and a positive GDP forecast for Germany could normalize demand, while the new aviation plant in Morocco and a large engineering framework contract are being ramped up. Both projects weigh on short-term results due to start-up costs but are expected to contribute noticeably to growth from 2027 and to support the target of €200m sales by 2030. On the stock market the share has traded sideways for more than a year; significant investors have increased their position sizes. A key date is the Q3 results release on 4 November, where the projects' ramp-up will be in focus. » Altro su finanzen.net

Masterflex gains confidence from the entry of Alpha Entrepreneurial Partners and the increased stake of J.F. Müller & Sohn by larger long-term investors. Operationally the company grew moderately in H1 2026 (revenue €54.3 million, EBIT €8.0 million) and confirmed its full-year guidance. Key projects — ramp-up of the aviation site in Morocco and first deliveries under the largest engineering and framework contract — are expected to contribute noticeably to growth from 2027 and support the €200 million revenue target by 2030. Early signs of an economic recovery could bring additional demand; the stock is currently stuck between €14.00 and €14.50, with the €15 mark the next point of focus. » Altro su finanzen.net