2G Energy: This is the top story in the energy sector - massive order opportunities through data centers, Ukraine, biomass funding, and gas power plant reserves!
2G Energy will take off in 2026 and, alongside significant revenue growth, also improve the EBIT margin. In the medium term, 11% margin is not the ceiling.
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From Monday to Wednesday, I listened to countless presentations at the EK Forum. It is the most important event of the year where mid- and small-cap companies present themselves. My highlight was 2G Energy (i) - a top story. Starting in 2026, the business at the manufacturer of CHP systems, large heat pumps, and demand response motors should take off. Currently, they are negotiating large data center contracts that can reach several hundred MW. Data center operators need their own power plants for 24/7 operation. Suddenly, new tenders are coming...
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