- Landis+Gyr is finding it increasingly difficult to generate revenue growth, as U.S. utilities are getting more scrutiny on second-wave meter deployments and European roll-outs are maturing.
- Software, particularly automation, maintenance, and analytical tools, is the real growth opportunity in electrical utilities for L+G, but the company needs to shift/intensify its focus here.
- Landis + Gyr looks undervalued on low single-digit long-term growth, but the shares could continue to languish without greater visibility on a more software/IoT service-driven growth plan.
For further details see:
Landis+Gyr May Be Undervalued, But It Needs A New Strategy