TKH Group rises after new 'ambitious' strategy

TKH

25/09/2025 08:47

** Shares of TKH Group TWKNc.AS rise around 2% after the Dutch technology firm unveiled a new mid-term strategy focused on automation and the planned separation of its electrification activities

** For 2028, TKH expects organic growth for automation to rise 5-7% and above 7% for electrification, with an adjusted EBITA margin of 17-19% and 12-15%, respectively

** "The story of TKH was relative complex and the expected separation will help to attract new investors and simplifies the investment case," says KBC Securities analyst Thibault Leneeuw

** Degroof Petercam expects investors to be pleased with the new strategy

** "The new financial targets are ambitious. The sales target is slightly above the historical growth profile of the company, but the composition of the group will change," it says

** If gains hold, TKH shares will post their biggest daily gain since July 17

 (Reporting by Gianluca Lo Nostro)

 ((gianluca.lonostro@thomsonreuters.com;))