Key risks
OPM fell 10.8 points (10.44% Dec 2025 to -0.36% Jun 2026)—verify driver and recovery path
Losses reversed prior profits; PE 68.73 high for near-breakeven earnings—verify valuation sustainability
ROE 6.79%, baseline OPM 6%—minimal buffer against cost inflation or demand weakness
Verify order pipeline, competitive positioning, capex cycle trends in electrical equipment sector
Generated analysis · source review pending