NEXTRACKER INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 42.25 USD | -2.20% |
|
-8.35% | -9.82% |
| Apr. 26 | Nextracker, JM Steel Complete Expansion at Leetsdale Steel Facility | MT |
| Apr. 23 | Guggenheim Adjusts Nextracker Price Target to $60 From $73, Maintains Buy Rating | MT |
Valuation
| Fiscal Period: March | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Capitalization 1 | 1,663 | 5,769 | - | - |
| Enterprise Value (EV) 1 | 1,680 | 5,426 | 4,986 | 4,474 |
| P/E ratio | 4,625 x | 16 x | 14.2 x | 12.6 x |
| Yield | - | - | - | - |
| Capitalization / Revenue | 0.87 x | 2.36 x | 2.01 x | 1.77 x |
| EV / Revenue | 0.88 x | 2.22 x | 1.73 x | 1.38 x |
| EV / EBITDA | 8.04 x | 11 x | 8.15 x | 6.56 x |
| EV / FCF | 16.1 x | 14.4 x | 12.1 x | 9.42 x |
| FCF Yield | 6.22% | 6.93% | 8.28% | 10.6% |
| Price to Book | 10.8 x | 6.89 x | 4.49 x | 3.27 x |
| Nbr of stocks (in thousands) | 45,869 | 136,542 | - | - |
| Reference price 2 | 36.26 | 42.25 | 42.25 | 42.25 |
| Announcement Date | 5/10/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net sales 1 | 1,458 | 1,902 | 2,448 | 2,875 | 3,252 |
| EBITDA 1 | - | 209 | 493.3 | 611.8 | 682.2 |
| EBIT 1 | - | 168.5 | 474.5 | 577.7 | 636.3 |
| Operating Margin | - | 8.86% | 19.38% | 20.09% | 19.57% |
| Earnings before Tax (EBT) 1 | - | 169.1 | 475.5 | 537.4 | 590.5 |
| Net income 1 | 50.91 | 1.143 | 341.6 | 442.9 | 501.1 |
| Net margin | 3.49% | 0.06% | 13.95% | 15.4% | 15.41% |
| EPS 2 | - | 0.007840 | 2.639 | 2.968 | 3.342 |
| Free Cash Flow 1 | - | 104.5 | 376.1 | 412.8 | 474.9 |
| FCF margin | - | 5.49% | 15.36% | 14.36% | 14.6% |
| FCF Conversion (EBITDA) | - | 50% | 76.23% | 67.48% | 69.61% |
| FCF Conversion (Net income) | - | 9,141.38% | 110.08% | 93.21% | 94.76% |
| Dividend per Share 2 | - | - | - | - | - |
| Announcement Date | 9/23/22 | 5/10/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 513.4 | 518.4 | 479.5 | 573.4 | 710.4 | 684 | 635.2 | 687.8 | 792 | 779.1 |
| EBITDA 1 | 62.7 | 72.51 | 83.67 | 110.2 | 167.8 | 136.5 | 133.9 | 146 | 172.3 | 168.3 |
| EBIT 1 | 59.66 | 40.58 | 82.4 | 112.4 | 161.6 | 149.7 | 122.3 | 137.2 | 169 | 162.3 |
| Operating Margin | 11.62% | 7.83% | 17.18% | 19.6% | 22.74% | 21.88% | 19.25% | 19.94% | 21.34% | 20.83% |
| Earnings before Tax (EBT) 1 | 61.03 | 40.06 | 72.75 | 85.41 | 166.8 | 156.4 | 111.2 | 123 | 156.3 | 155.5 |
| Net income 1 | 42.59 | 1.143 | 20.43 | 39.25 | 41.4 | 132.2 | 89.99 | 99.44 | 124.7 | 121.1 |
| Net margin | 8.3% | 0.22% | 4.26% | 6.85% | 5.83% | 19.33% | 14.17% | 14.46% | 15.74% | 15.55% |
| EPS 2 | - | 0.007840 | 0.4300 | 0.5500 | 0.8700 | 0.9046 | 0.6137 | 0.7195 | 0.9115 | 0.8767 |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 3/9/23 | 5/10/23 | 7/26/23 | 10/25/23 | 1/31/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Debt 1 | - | 17.1 | - | - | - |
| Net Cash position 1 | - | - | 343 | 783 | 1,295 |
| Leverage (Debt/EBITDA) | - | 0.082 x | - | - | - |
| Free Cash Flow 1 | - | 104 | 376 | 413 | 475 |
| ROE (net income / shareholders' equity) | - | 30.8% | 52% | 38.3% | 30.8% |
| ROA (Net income/ Total Assets) | - | 2.7% | 21.4% | 18.5% | 17.6% |
| Assets 1 | - | 42.33 | 1,599 | 2,398 | 2,847 |
| Book Value Per Share 2 | - | 3.370 | 6.130 | 9.410 | 12.90 |
| Cash Flow per Share 2 | - | 0.7400 | 2.530 | 3.410 | 3.350 |
| Capex 1 | - | 3.18 | 5.6 | 6.44 | 6.23 |
| Capex / Sales | - | 0.17% | 0.23% | 0.22% | 0.19% |
| Announcement Date | 9/23/22 | 5/10/23 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
BUY
Number of Analysts
28
Last Close Price
42.25
USD
Average target price
62.33
USD
Spread / Average Target
+47.53%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -9.82% | 5.77B | |
| +10.90% | 20.45B | |
| -18.69% | 19.53B | |
| -18.00% | 14.74B | |
| -9.75% | 14.08B | |
| -9.48% | 11.11B | |
| +33.54% | 7.89B | |
| -14.24% | 7.5B | |
| -29.34% | 6.66B | |
| +26.54% | 6.58B |
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