ULS has a very strong market position, high returns on capital and potential for pricing power and various secular tailwinds such as autonomous driving, electric vehicles, and the energy transition.
Yea, thanks. I've seen a few estimates but I'm not entirely convinced, however I mentioned that if they were to achieve their 24% long term target the return could potentially be closer to mid-teens.
Just a FYI, current consensus for revenue and EBITDA in 2027 is: $4,438M and $883M implying an EBITDA margin of 25.7%
Yea, thanks. I've seen a few estimates but I'm not entirely convinced, however I mentioned that if they were to achieve their 24% long term target the return could potentially be closer to mid-teens.