Bigger, Better, Faster

101 Views26 Aug 2026 07:32

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SUMMARY

ENR should do 15.4% EBITDA margin in FY26 versus GEV at 13.6%, or 180bps higher.
Also remember that ENR has a 100bps penalty from the Siemens AG royalty payments that will sunset in a few years and so the real margin delta is actually 280bps.
Far higher margin.

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