| Valuation method | Value, CHF | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 360.78 | 1 |
| Intrinsic value (DCF) | 149.05 | -58 |
| Graham-Dodd Method | 92.05 | -74 |
| Graham Formula | n/a |
Bucher Industries AG is a Swiss-based global leader in specialized machinery and industrial solutions, operating across five key divisions: Kuhn Group (agricultural machinery), Bucher Municipal (municipal vehicles), Bucher Hydraulics (hydraulic components), Bucher Emhart Glass (glass manufacturing technology), and Bucher Specials (equipment for beverages and automation). With a strong presence in Europe, the Americas, and Asia, Bucher Industries serves diverse sectors including agriculture, municipal services, glass production, and food & beverage processing. The company's diversified portfolio and focus on high-quality, innovative engineering solutions position it as a critical player in industrial machinery. Bucher's commitment to sustainability and efficiency is evident in its municipal and agricultural equipment, which supports modern farming and urban infrastructure maintenance. With a market capitalization of nearly CHF 4 billion and a solid financial foundation, Bucher Industries remains a resilient player in the industrials sector.
Bucher Industries AG presents a stable investment opportunity with its diversified industrial machinery portfolio and strong market positioning. The company's revenue of CHF 3.16 billion and net income of CHF 226.8 million (FY 2024) reflect steady operational performance. A debt-free balance sheet and healthy operating cash flow (CHF 344.5 million) underscore financial stability. However, exposure to cyclical industries like agriculture and municipal spending could pose risks during economic downturns. The dividend yield (~2.8%) and low beta (0.952) suggest defensive characteristics, making it suitable for conservative investors. Long-term growth depends on innovation in sustainable machinery and expansion in emerging markets.
Bucher Industries maintains a competitive edge through its diversified machinery segments, technological expertise, and strong brand reputation in niche markets. The Kuhn Group division competes with global agricultural machinery giants but differentiates itself with specialized equipment for forage and livestock farming. Bucher Municipal holds a strong position in European municipal vehicles, benefiting from stringent urban cleanliness regulations. Bucher Hydraulics faces competition from larger industrial players but thrives in customized hydraulic solutions. Bucher Emhart Glass is a key supplier to the glass container industry, leveraging proprietary manufacturing technology. The company’s decentralized structure allows agility in regional markets, while its Swiss engineering heritage ensures premium product quality. However, reliance on European markets (~60% of revenue) and limited scale compared to multinational conglomerates could constrain growth. Strategic acquisitions and partnerships in automation and digital services may enhance competitiveness.