- Market leader with strong intellectual property (IP)
- Rapidly growing pipeline of contract opportunities
- Highly scalable and operationally geared
The wind power industry’s installed capacity has grown almost 100-fold in the past two decades and there are now 340,000 large turbines generating electricity across the world. Newer turbines are becoming even larger and more efficient, so operators are using new technology to improve energy capture of their existing fleet in order to improve their return on investment.
One below-the-radar company is helping them do exactly that by offering a cost effective patented solution that significantly improves a turbine’s energy capture as well as extending its life. Demand is surging, so much so that this company is in very advanced talks to secure €60mn of potential orders, which will be transformational for both revenue and earnings next year. Trading on a 2025 forward price-to-earnings (PE) ratio of 6.3, the share price could double and still wouldn’t fully capture the growth opportunity on offer.
