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1. Company Snapshot

1.a. Company Description

Friedrich Vorwerk Group SE provides various solutions for transformation and transportation of energy in Germany and Europe.It operates through four segments: Natural Gas, Electricity, Clean Hydrogen, and Adjacent Opportunities.The Natural Gas segment comprises infrastructure services and product solutions for the transport and conversion of raw natural gas into treated natural gas; and engages in transporting the natural gas through high-pressure pipelines to processing in filtering and separation plants, compressor stations, storage and measurement systems, LNG terminals, and gas pressure control and measurement systems.


The Electricity segment provides infrastructure for the underground transport and conversion of electricity that is generated from non-fossil energy sources, such as wind, solar, hydro, and regenerative resources.This segment is involved in landing offshore electricity and installing high-voltage underground cables through which electricity is transported to transmission networks.The Clean Hydrogen segment provides product solutions and infrastructure services for the conversion of energy from energy sources into hydrogen, and its transportation to consumers, which is done through conversion of renewable energy by electrolysis; and processing and transportation of the clean hydrogen produced through storage systems, compressor stations, pipelines, and gas pressure control and measurement systems.


The Adjacent Opportunities segment provides technologies, such as the treatment and cleaning of biogenic and synthetic gases; heat extraction technologies used in district heating; solutions for the transportation of drinking and wastewater; and specialty solutions for the chemical and petrochemical industry.Friedrich Vorwerk Group SE was founded in 1962 and is headquartered in Tostedt, Germany.

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1.b. Last Insights on VH2

Friedrich Vorwerk Group SE faced challenges due to unfavorable business conditions. Despite a significant year-over-year increase in EPS to €0.98, concerns may arise from potential volatility in earnings growth. No recent announcements on new product launches or acquisitions were noted. The company's recent earnings release showed improved profitability, but no information on share buybacks was disclosed. According to recent reports, no major legal issues were reported. The company's valuation appears to be under scrutiny, with some analysts exploring its fair value.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Friedrich Vorwerk Group's (ETR:VH2) Performance Is Even Better Than Its Earnings Suggest

Nov -21

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Is Friedrich Vorwerk Group SE (ETR:VH2) Expensive For A Reason? A Look At Its Intrinsic Value

Nov -17

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Friedrich Vorwerk Group Second Quarter 2025 Earnings: EPS: €0.98 (vs €0.40 in 2Q 2024)

Aug -16

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European Growth Companies Insiders Are Backing

Jul -30

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Friedrich Vorwerk Group's (ETR:VH2) Solid Earnings Are Supported By Other Strong Factors

May -07

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Friedrich Vorwerk Group First Quarter 2025 Earnings: EPS: €0.43 (vs €0.078 in 1Q 2024)

May -03

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Friedrich Vorwerk Group SE's (ETR:VH2) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?

Jan -19

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Undiscovered Gems With Promising Potential This December 2024

Dec -23

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.68%)

6. Segments

Natural Gas

Expected Growth: 7%

Friedrich Vorwerk Group SE's 7% growth in Natural Gas is driven by increasing demand for clean energy, government incentives for renewable energy sources, and strategic expansion into emerging markets. Additionally, the company's focus on efficient production and transportation, as well as its diversified customer base, contribute to its growth momentum.

Adjacent Opportunities

Expected Growth: 9%

Friedrich Vorwerk Group SE's 9% growth is driven by increasing demand for smart grids and renewable energy solutions, expansion into new markets, and strategic acquisitions. The company's diversified product portfolio, strong brand recognition, and innovative R&D investments also contribute to its growth momentum.

Electricity

Expected Growth: 6%

Friedrich Vorwerk Group SE's 6% growth in electricity is driven by increasing demand for renewable energy, government incentives for grid expansion, and strategic acquisitions. Additionally, the company's focus on energy efficiency and smart grid solutions contributes to its growth. Furthermore, rising electricity prices and a growing customer base also support the segment's expansion.

Clean Hydrogen

Expected Growth: 10%

Friedrich Vorwerk Group SE's Clean Hydrogen segment is driven by increasing demand for low-carbon energy, government incentives for renewable energy, and growing adoption in industrial applications. Additionally, declining production costs, advancements in electrolysis technology, and strategic partnerships are fueling growth, with a 10% growth rate expected.

7. Detailed Products

Energy and Infrastructure

Friedrich Vorwerk Group SE provides energy and infrastructure solutions, including the development, construction, and operation of energy-efficient buildings, data centers, and telecommunication infrastructure.

E-Mobility

The company offers e-mobility solutions, including the development and operation of electric vehicle charging infrastructure, and energy storage systems.

Smart Infrastructure

Friedrich Vorwerk Group SE provides smart infrastructure solutions, including smart grids, smart buildings, and smart cities.

Renewable Energy

The company develops, constructs, and operates renewable energy projects, including solar, wind, and hydroelectric power plants.

Telecommunication

Friedrich Vorwerk Group SE offers telecommunication solutions, including fiber optic networks, data centers, and telecommunication infrastructure.

8. Friedrich Vorwerk Group SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Friedrich Vorwerk Group SE is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers is low, as Friedrich Vorwerk Group SE has a strong brand image and customers are loyal to the brand.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate, as Friedrich Vorwerk Group SE has a diverse supplier base, but some suppliers have a higher bargaining power due to their size and importance.

Threat Of New Entrants

The threat of new entrants is high, as the industry is attractive and there are low barriers to entry, making it easy for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high, as there are many competitors in the industry, and the market is highly competitive, leading to a high level of rivalry among companies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 8.03%
Debt Cost 3.95%
Equity Weight 91.97%
Equity Cost 9.01%
WACC 8.60%
Leverage 8.73%

11. Quality Control: Friedrich Vorwerk Group SE passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Serica Energy

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Growth: 5.3

Quality: 6.0

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Dynagas LNG Partners

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Value: 9.4

Growth: 4.7

Quality: 7.1

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DNO

A-Score: 5.4/10

Value: 8.2

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Quality: 2.1

Yield: 9.4

Momentum: 7.0

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Navigator Holdings

A-Score: 4.9/10

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Growth: 6.4

Quality: 4.8

Yield: 1.9

Momentum: 4.0

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Vorwerk

A-Score: 4.2/10

Value: 3.0

Growth: 3.3

Quality: 7.5

Yield: 0.6

Momentum: 10.0

Volatility: 1.0

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

84.7$

Current Price

84.7$

Potential

-0.00%

Expected Cash-Flows