Alfa Laval AB

ALFA: XSTO (SWE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	SEK 821.00	Cmkx	Rbzknwct

Alfa Laval: New Business Unit to Address Green Hydrogen Opportunity Announced at Capital Markets Day

Grant Slade

Nov 3, 2023

Wide-moat Alfa Laval’s 2023 capital markets day provided us with no major surprises, with no material changes to either the group’s strategic direction or revision of the company’s financial targets announced. Consequently, we make no changes to our estimates or our SEK 340 fair value estimate. Alfa Laval shares screen as modestly overvalued, trading at a 7% premium to our unchanged valuation.

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