Nexans S.A. Unsponsored ADR (NEXNY)
Nexans: From Industrial Conglomerate To Electrification Play
Nexans has transformed into a focused electrification business, prioritizing profitability and exposure to structural growth markets. I rate NXPRF a Buy, as management's margin expansion strategy and targeted acquisitions are not yet fully reflected in the valuation. 2028 guidance targets €1.15 billion adjusted EBITDA (60% growth) and improved free cash flow, driven by higher-margin projects and operational efficiencies.
Nexans S.A. (NEXNY) Shareholder/Analyst Call Transcript
Nexans S.A. (NEXNY) Shareholder/Analyst Call Transcript
Nexans S.A. (NEXNY) Q1 2026 Earnings Call Transcript
Nexans S.A. (NEXNY) Q1 2026 Earnings Call Transcript
Nexans: An Agile Model Of Value Creation
Nexans S.A. is positioned as an electrification pure play with a streamlined, resilient business profile post-divestitures. NXPRF trades at a significant valuation discount to electrification megatrend pure plays such as Siemens Energy and GE Vernova, highlighting potential upside. The company's integration of its metallurgy business secures metal supply but exposes it to copper price volatility and US tariffs.
Nexans S.A. (NEXNY) Q4 2025 Earnings Call Transcript
Nexans S.A. (NEXNY) Q4 2025 Earnings Call Transcript
Nexans S.A. (NEXNY) Q3 2025 Earnings Call Transcript
Nexans S.A. (OTCPK:NEXNY) Q3 2025 Earnings Call October 23, 2025 3:00 AM EDT Company Participants Julien Hueber - CEO, Executive MD of PWR-Grid & Connect Europe Vincent Dessale - Senior Executive Vice President of Strategic projects & Key Accounts Elyette Roux - Executive VP of PWR-Grid Market Division & MD of Accessories Unit Guillaume Eymery - Chief Strategy, Innovation and Digital Officer Conference Call Participants Daniela Costa - Goldman Sachs Group, Inc., Research Division Lucas Ferhani - Jefferies LLC, Research Division Christopher Leonard - UBS Investment Bank, Research Division Jean-Francois Granjon - ODDO BHF Corporate & Markets, Research Division Scott Humphreys - Joh.
Nexans S.A. - Special Call
Nexans S.A. - Special Call Company Participants Jean Mouton Christopher Guerin Aurélia Baudey-Vignaud - Head of Investor Relations Julien Hueber - Executive Managing Director of PWR-Grid & Connect Europe Conference Call Participants Daniela Costa - Goldman Sachs Group, Inc., Research Division Jean-Francois Granjon - ODDO BHF Corporate & Markets, Research Division Nabil Najeeb - Deutsche Bank AG, Research Division Elias Cohen - Neuberger Berman Investment Advisers LLC Miguel Nabeiro Ensinas Serra Borrega - BNP Paribas Exane, Research Division Christopher Leonard - UBS Investment Bank, Research Division Presentation Operator Hello, everyone, and thank you for being with us today.
Nexans: The Time To Buy Is Now, Ahead Of Strong Growth
Nexans has shown strong EBITDA and cash flow despite recent share price weakness, with a stable outlook for 2025 and significant growth projected by 2028. The company reported a 36% increase in pre-tax income for FY 2024 and expects adjusted EBITDA to increase by over a third by 2028. Nexans plans to generate 1.4B EUR in free cash flow between 2025 and 2028, with 30% allocated to dividends and 140M EUR for share buybacks.
Nexans S.A. (NXPRF) Full Year 2024 Earnings Call Transcript
Nexans S.A. (OTCPK:NXPRF) FY2024 Earnings Conference Call February 19, 2025 3:00 AM ET Company Participants Christopher Guerin - Chief Executive Officer Jean-Christophe Juillard - Deputy CEO and Chief Financial Officer Elodie Robbe-Mouillot - VP of Investor Relations Vincent Dessale - Senior EVP Strategic Projects and Key Accounts Elyette Roux - EVP PWR-Grid and Accessories Conference Call Participants Lucas Ferhani - Jefferies Akash Gupta - JP Morgan Sean McLoughlin - HSBC Eric Lemarie - CIC Market Solutions Daniela Costa - Goldman Sachs Alasdair Leslie - Bernstein Xin Wang - Barclays Luigi de Bellis - Equita Operator Ladies and gentlemen, good morning, and welcome to Nexans' Full Year 2024 Earnings Conference Call.
IPTO asks Fulgor, Nexans, Prysmian to bid for undersea power links in Greece
Greece's power grid operator IPTO has invited Fulgor, Nexans Norway and Prysmian Powerlink to submit binding bids for the supply of undersea cables to link some Greek islands to the mainland grid, it said on Tuesday.
Nexans S.A. (NXPRF) Q3 2024 Earnings Call Transcript
Nexans S.A. (OTCPK:NXPRF) Q3 2024 Earnings Call Transcript October 30, 2024 4:45 AM ET Company Participants Chris Guerin - CEO Jean Juillard - Deputy CEO, Chief Financial Officer and Chief Financial Officer Elodie Mouillot - Vice President, Investor Relations Conference Call Participants Daniela Costa - Goldman Sachs Akash Gupta - JPMorgan Miguel Borrega - BNP Paribas Alasdair Leslie - Bernstein Lucas Ferhani - Jefferies Eric Lemarie - CIC Sean McLoughlin - HSBC Jean Granjon - ODDO Xin Wang - Barclays Operator Ladies and gentlemen, good morning, and welcome to Nexans' Nine Months 2024 Financial Information Conference Call.
