Unleashing Energy Solutions: A Bullish Outlook On EnerSys

Amount of energy storage systems or battery container units with solar and turbine farm

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Investment Thesis

The energy crisis after the invasion of Ukraine prompted a surge in renewable energy projects being undertaken around the world.

This rapid adoption of renewable energy serves as a key catalyst in the growing

Revenue by Geography
Americas 69%
EMEA 24%
Asia 7%

Revenue by Segment
Energy Systems 47%
Motive Power 39%
Specialty 14%

Total Addressable Market of $16b broken into new market & current markets

Total Addressable Market (Company Website)

YTD Total Return Chart of ENS vs its Peers

Total Return vs Peers. (Seeking Alpha)