{"id":24654,"date":"2021-04-14T10:56:49","date_gmt":"2021-04-14T08:56:49","guid":{"rendered":"https:\/\/staging.capitalmind.com\/?p=24654"},"modified":"2021-04-23T13:44:09","modified_gmt":"2021-04-23T11:44:09","slug":"industrial-tech-bewertungen-update","status":"publish","type":"post","link":"https:\/\/working.capitalmind.com\/de\/industrial-tech-bewertungen-update\/","title":{"rendered":"Industrial Tech-Bewertungen Update"},"content":{"rendered":"

Industrietechnologie \u00dcberblick<\/h2>\n

\"\"<\/p>\n

Gut ein Jahr nach dem Ausbruch der Corona-Pandemie in Deutschland erreichte die Marktkapitalisierung der Unternehmen im Industrial Technology-Index wieder das Vor-Covid Niveau. Grundlage bildete eine allgemeine Markterholung, getrieben einerseits durch ein starkes Wirtschaftswachstum in China sowie andererseits durch das weiterhin niedrige Zinsniveau und hohe Pandemie-Unterst\u00fctzungsprogramme in Europa und insbesondere den USA. W\u00e4hrend der Industrial Technology-Index bereits eine bessere Entwicklung zeigt als der DAX30, sehen wir noch deutlich weiteres Potenzial.<\/p>\n

Bewertungen mit durchschnittlich 15,1x EBITDA, aktuell 32% h\u00f6her als im Dezember 2019.<\/p>\n

Multiplikatoren und Eigenkapitalwerte konvergieren aktuell, nachdem Marktkapitalisierungen bis Q2 2020 um 30% fielen und Ergebniserwartungen \u00fcberproportional angepasst wurden.<\/p>\n

Die Nettoverschuldung im Jahr 2020 liegt rd. 2% unter dem Vorjahr. Urs\u00e4chlich daf\u00fcr ist ein im Jahresvergleich um 18,3% gestiegenes Liquidit\u00e4tsniveau.<\/p>\n

Hinsichtlich der Entwicklung der EBITDAs wird ein starkes Wachstum erwartet. F\u00fcr das Jahr 2021 wird laut Konsensus ein Anstieg von 32% gegen\u00fcber dem Jahr 2020 prognostiziert, welcher auf h\u00f6heres Umsatzwachstum und steigende Brutto-Margen zur\u00fcckgef\u00fchrt wird.<\/p>\n

Durch dieses Wachstum wird das Niveau der EBITDAs die Vor-Covid-Werte \u00fcberschreiten, welche im Vergleich von 2019 auf das Jahr 2020 um rd. 13% geschrumpft sind.<\/p>\n

Bewertungstreiber: <\/strong><\/p>\n

Automatisierung und Digitalisierung haben in pandemiebedingt angepassten Arbeitsverh\u00e4ltnissen Investitionsnachfrage getrieben \u2013 gleichwohl hat das Angebot auch Schwachstellen preisgegeben.<\/p>\n

Die Verkettung einzelner Wertsch\u00f6pfungsschritte (von Bestellung, Planung, \u00fcber Produktion bis Auslieferung), auch softwareseitig \u00fcber das MES hinaus, in das ERP hinein ist mehr den je wichtiger geworden als die H\u00f6chstgeschwindigkeit einzelner \u201eInsel-Maschinen\u201c.<\/p>\n

Kunden verlangen nach ganzheitlichen L\u00f6sungen f\u00fcr ihren \u201eShop-Floor\u201c, mit intelligenter Einbindung vor- und nachgelagerter Prozesse sowie manuellen T\u00e4tigkeiten.<\/p>\n

EBITDA-Multiplikatoren nach Bereich (Index 15,1x):<\/strong><\/p>\n

\"\"<\/p>\n

Entwicklung Marktkapitalisierung nach Bereich:
\nDezember 2019 – M\u00e4rz 2021 (Index +19,1%):<\/strong><\/p>\n

\"\"<\/p>\n

EBITDA-Marge nach Sektoren:<\/strong><\/p>\n

\"\"<\/p>\n

EBITDA Wachstum nach Sektoren 2019\/20 & 2020\/21<\/strong> (Index +31,9%):<\/strong><\/p>\n

\"\"<\/p>\n

Investec & Industrial Technology<\/strong><\/p>\n

Der Investec Industrial Technology-Index verfolgt tagesaktuell die Entwicklungen in Sektoren wie z.B. Control Tech, Industrial Software, Integrated providers, Engineering, Machinery, Vision Tech & Robots\/Motions.<\/p>\n

Der Index beinhaltet Bewertungen, Wachstumsprojektionen, Profitabilit\u00e4tsmargen und andere Kennzahlen.<\/p>\n

M\u00f6chten Sie mehr \u00fcber Bewertungen, K\u00e4uferaktivit\u00e4ten und aktuelle Opportunit\u00e4ten im Markt erfahren?<\/p>\n

Sprechen Sie uns gerne darauf an.<\/p>\n

Jetzt den monatlichen Mind Food Newsletter abonnieren!<\/a><\/p>\n

Weiterf\u00fchrendes finden Sie auf unserer Webseite unter https:\/\/working.capitalmind.com\/de\/industrie\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Industrietechnologie \u00dcberblick Gut ein Jahr nach dem Ausbruch der Corona-Pandemie in Deutschland erreichte die Marktkapitalisierung der Unternehmen im Industrial Technology-Index…<\/p>\n","protected":false},"author":17,"featured_media":24660,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[3801],"tags":[],"news-event-type":[],"dealtype":[],"class_list":["post-24654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sectornews-de","ps-industrials-de"],"acf":[],"yoast_head":"\nIndustrial Tech-Bewertungen Update | Investec Business Advisory<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" 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