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Burckhardt Compression – Figures indicate a continuation in positive development

Burckhardt Compression – Figures indicate a continuation in positive development

EuroIt’s been over a year now since Burckhardt Compression has been discussed here. In the meantime, the share price rose from 300 CHF to over 500 CHF, with a reaction (profit-taking?) occurring only recently. Shares will continue to move in accordance with the figures and prospects: Order volume rose sharply by 44.3 percent from the previous year to 1 billion CHF. Turnover in 2021 amounted to 650.7 million CHF and is to reach (planned) 720 to 760 million CHF this year, far outpacing the 700 million CHF originally targeted. Shareholders can rejoice, as they will see a planned 15.4% dividend increase to 7.50 CHF, if the proposal of the board is accepted. Basis is an increase in earnings per share to 14.82 CHF from 13 CHF, which corresponds to an impressive payout ratio of nearly 50 percent. Especially from markets related to hydrogen, great growth opportunities are expected. With 242.9 million CHF in equity and thus a ratio of 29 percent, the company is well positioned. (more…)

Burckhardt Compression – boom in incoming orders

Burckhardt Compression – boom in incoming orders

The stocks in this compression market leader have performed extremely well since they were first mentioned here in our H2-international magazine, improving from about CHF 300 to more than CHF 400. Burckhardt Compression benefited from a boom in orders for compressors, but also from its service solutions. In the first half of 2021, Burckhardt achieved significantly greater incoming orders of about 80 percent, taking it to CHF 450 million. A “strong increase in hydrogen mobility and energy activities” is expected for the second half of the current year.
Conclusion: The company has a bright future ahead of it and will benefit from the worldwide ramp-up of the hydrogen economy by being active in China too – an acquisition was already made here some time ago. I imagine the company could be a target for a takeover by a large corporation which, as a global player, could seamlessly incorporate Burckhardt Compression’s expertise into its own hydrogen product range. Continues to be suitable as a small admix. (more…)