Oerlikon sets fresh 2030 targets above consensus; shares gain

On Tuesday, ahead of its capital markets day, Oerlikon presented new medium-term financial objectives that surpass current analyst expectations.

The Swiss group is targeting revenue in excess of CHF2 billion for 2030, which would represent average organic growth of 6% at constant exchange rates. It also aims for an adjusted EBITDA margin above 20% and a return on capital employed exceeding 10%.

Consensus forecasts currently project 2030 revenue of CHF1.956 billion, with average organic growth of 5.3% between 2027 and 2030. The consensus estimate for the 2030 adjusted EBITDA margin stands at 18.8%.

According to UBS analysis, the new targets imply potential upward revisions of at least 2% to consensus revenue forecasts and at least 9% to consensus EBITDA estimates.

Oerlikon's shares advanced 1.5% on Tuesday, after initially opening nearly 5% higher.

The company also reaffirmed its 2026 guidance, which projects mid-single-digit percentage organic growth and an adjusted EBITDA margin of between 18.5% and 19.5%.

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