0.92%
5.80%
6.66%
-22.98%
28.07%
89.88%
89.88%

Company Description

VBG Group AB (publ), together with its subsidiaries, develops, manufactures, markets, and sells various industrial products in Germany, rest of the Nordic countries and Europe, Australia, New Zealand, and internationally.It operates through three segments: Truck & Trailer Equipment, Mobile Climate Control, and Ringfeder Power Transmission.The company's Truck & Trailer Equipment segment supplies trailer coupling equipment under VBG and Ringfeder brands; and automatic snow chains under Onspot brand name, as well as sliding roofs for canopy trailers and tipping vehicles, and sliding roof arches for railway carriages under Edscha Trailer Systems and Sesam brands.


Its Mobile Climate Control segment supplies climate control systems, including heating, ventilation and air conditioning, control systems, and various associated components.This segment's customers include bus manufactures, infrastructure construction vehicles, agriculture, forestry, mines, and material handling sectors, as well as commercial vehicles, including garbage trucks, ambulances and fire trucks, and defense vehicles for troop transport.The company's Ringfeder Power Transmission segment offers products for mechanical power transmission, and energy and shock absorption for mines, metal and energy production, medical technology, pumps, food, industrial automation, and customer sectors under the Ringfeder and Henfel brands.


VBG Group AB (publ) was founded in 1951 and is headquartered in Trollhättan, Sweden.

Market Data

Last Price 328.5
Change Percentage 0.92%
Open 324.5
Previous Close 325.5
Market Cap ( Millions) 8100
Volume 6513
Year High 512
Year Low 252
M A 50 305.14
M A 200 377.15

Financial Ratios

FCF Yield 6.08%
Dividend Yield 2.13%
ROE 15.62%
Debt / Equity 22.74%
Net Debt / EBIDTA -2.71%
Price To Book 2.07
Price Earnings Ratio 13.57
Price To FCF 16.44
Price To sales 1.41
EV / EBITDA 8.3

Business Breakdown

Expected Mid-Term Growth

Segment n°1 -> Mobile Climate Control

Expected Growth : 3.5 %

What the company do ?

Mobile Climate Control from VBG Group AB (publ) provides climate control solutions for vehicles, offering heating, ventilation, and air conditioning systems for buses and coaches.

Why we expect these perspectives ?

VBG Group AB's Mobile Climate Control segment growth of 3.5% is driven by increasing demand for electric and hybrid vehicles, stringent emissions regulations, and rising adoption of autonomous driving technologies. Additionally, growing focus on passenger comfort, safety, and energy efficiency in commercial vehicles also contribute to the segment's growth.

Segment n°2 -> Truck & Trailer Equipment

Expected Growth : 3.8 %

What the company do ?

VBG Group's Truck & Trailer Equipment provides coupling systems, electrical systems, and other components for trucks and trailers, enhancing safety and efficiency in the transportation industry.

Why we expect these perspectives ?

VBG Group AB's Truck & Trailer Equipment segment growth of 3.8% is driven by increasing demand for heavy-duty trucks, rising infrastructure investments, and growing adoption of advanced trailer technologies. Additionally, the company's focus on product innovation, strategic partnerships, and expanding distribution networks contribute to its growth momentum.

Segment n°3 -> Ringfeder Power Transmission

Expected Growth : 4.2 %

What the company do ?

Ringfeder Power Transmission from VBG Group AB (publ) offers high-quality power transmission products, including couplings, gearboxes, and torque limiters for industrial applications.

Why we expect these perspectives ?

Ringfeder Power Transmission's 4.2% growth is driven by increasing demand for high-performance power transmission solutions in industrial automation, renewable energy, and electric vehicles. Additionally, VBG Group's strategic acquisitions and expansion into emerging markets have contributed to the segment's growth, along with investments in R&D and operational efficiency improvements.

Vbg Group Ab (Publ) Products

Product Range What is it ?
VBG Rail VBG Rail is a leading manufacturer of rail couplers and other rail-related products, providing innovative solutions for the rail industry.
VBG Industrial VBG Industrial offers a range of industrial components, including connectors, sensors, and switches, designed for harsh environments.
VBG Cable VBG Cable specializes in the design and manufacture of custom cables and connectors for various industries, including automotive, industrial, and medical.
VBG Connectors VBG Connectors offers a broad range of connectors, including circular, rectangular, and custom connectors, designed for various industries.
VBG Sensors VBG Sensors develops and manufactures a range of sensors, including pressure, temperature, and position sensors, for various industries.

VBG Group AB (publ)'s Porter Forces

The threat of substitutes for VBG Group AB (publ) is medium due to the presence of alternative products and services in the market.

The bargaining power of customers for VBG Group AB (publ) is high due to the concentration of customers in the market and their ability to negotiate prices.

The bargaining power of suppliers for VBG Group AB (publ) is low due to the availability of multiple suppliers in the market.

The threat of new entrants for VBG Group AB (publ) is medium due to the moderate barriers to entry in the market.

The intensity of rivalry for VBG Group AB (publ) is high due to the presence of several competitors in the market and the need to differentiate products and services.

Capital Structure

Value
Debt Weight 17.63%
Debt Cost 7.55%
Equity Weight 82.37%
Equity Cost 7.55%
WACC 7.55%
Leverage 21.40%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
BUR.PA Burelle SA, through its subsidiaries, provides automotive equipment, intelligent body systems, and clean energy systems and modules in France and internationally. The company offers plastic and composite body parts and …
CIR.MI CIR S.p.A. - Compagnie Industriali Riunite, through its subsidiaries, primarily operates in the automotive components and healthcare sectors in Italy, other European countries, North America, South America, Asia, and internationally. …
ED4.DE EDAG Engineering Group AG engages in the development of vehicles, derivatives, modules, and production facilities for the automotive and commercial vehicle industries worldwide. It operates through three segments: Vehicle Engineering, …
DBC.WA Tire Company Debica S.A. manufactures and sells passenger, commercial, and truck tires under the Debica, Goodyear, Dunlop, Fulda, and Sava brands in Poland. It also offers curing bladders and membranes …
SFQ.DE SAF-Holland SE manufactures and supplies chassis-related assemblies and components for trailers, trucks, semi-trailers, and buses. The company offers axle and suspension systems, fifth wheels, coupling systems, kingpins, and landing gears, …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
328.5$
Current Price
328.5$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

🥇

Debica Logo
Debica
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

🥈

VBG Logo
VBG
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

🥉

SAF-Holland Logo
SAF-Holland
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

4

EDAG Logo
EDAG
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

5

Burelle Logo
Burelle
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

6

CIR Logo
CIR
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->