Description

Hella AG: Initiation of Coverage- Will U.S. Manufacturing Expansion Be the Game-Changer Amid Tariff Turmoil? 

HELLA GmbH & Co. KGaA’s first quarter of fiscal year 2025 presented a mixed bag of results, reflecting varied performances across its business segments. The company’s sales stabilized at around EUR 2 billion, mirroring the previous year’s results, but the details reveal divergences in the performance of its business units. Positively, the Electronics division continues its upward trajectory with a commendable growth of 8.9%, driven notably by strong demand in the radar sector, outperforming the broader market by 7.5%. This sustained growth aligns with expectations and underscores the division’s robust market position, particularly in the burgeoning field of electronic automotive components.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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