Fuchs SE: Steady Executioner In Good Position To Capitalize On Megatrends

  • I rate Fuchs SE a buy, citing its consistent ability to outgrow a flat industry by winning market share through R&D and customization. FUPBY is well-positioned to benefit from structural megatrends like e-mobility, sustainability, and digitalization, driving both revenue and margin expansion. Its localized global manufacturing footprint provides defensive strength against geopolitical risks and supply chain disruptions, while enabling further market share gains.