UBS ups Rockwool to 'neutral,' on more sustainable margin forecast
UBS upgrades Danish stone wool insulation maker Rockwool ROCKb.CO to "neutral" from "sell," seeing margins as 'back to trend' after its previous sell thesis played out
The brokerage says that EBIT margins have now normalized from an "unsustainable" 17.5% level in 2024, forecasting a more sustainable rate of around 15% through 2028
Looking ahead, the broker believes the equity story is about growth driven by stricter fire safety regulations in North America and Europe that favour stone wool, supporting above-peer volume growth
However, UBS notes that a heavy plant expansion roadmap will be needed to meet future demand, which will likely constrain free cash flow and reduce the company's net cash
Citing outer-year earnings upgrades, UBS raises its price target by 13% to DKK 240, noting the stock's valuation now reflects a balanced risk-reward profile
Out of 16 analysts that cover Rockwool stock, seven rate it "strong buy" or "buy", seven rate it "hold", and two rate "sell" or "strong sell"
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