CLSA released a research report noting that TECHTRONIC IND (00669) reported a 4.4% year-on-year increase in revenue last year to US$15.2 billion, which fell short of expectations but still outperformed its peers. Net profit rose by 6.8% year-on-year to US$1.2 billion, slightly below market expectations, while the gross profit margin improved to 41.2%. The firm has lowered its revenue forecasts for the group for 2026 and 2027 by 1.8% and 1.6%, respectively, while raising its profit forecasts by 0.1% and 1%. The target price has been increased from HK$108 to HK$136, with an "Outperform" rating reaffirmed. CLSA expects Milwaukee to achieve low double-digit growth this year, driven by strong end-market demand in sectors such as technology, energy, and manufacturing, as well as recurring sales from service and maintenance operations. This is anticipated to continue driving an annual gross margin expansion of 40 basis points. Management has guided for an EBIT margin of 10% by 2027.
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