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Renishaw buyout hopes dashed; remains a target, analysts reckon

Published 03/04/2024, 10:34
© Reuters.  Renishaw buyout hopes dashed; remains a target, analysts reckon
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Proactive Investors - Renishaw PLC (LON:RSW), the FTSE 250 engineering group, is trading more than 4% lower after Siemens denied plans of a takeover.

Reports claimed the German conglomerate had placed Renishaw at the centre of its takeover plans, but after a company statement today any rumours have been kyboshed.

Russ Mould at AJ Bell is convinced that despite the rejection, the precision engineer remains "a prime takeover candidate."

He said: "Renishaw ticks the right boxes to be a bid target. Its fortunes are heavily tied to the semiconductor industry where the prospects are improving after a year of oversupply.

"Furthermore, 52.8% of the company is owned by Renishaw’s co-founders David McMurtry and John Deer, both of whom are in their 80s and want to sell down their positions."

However, Mould notes the difficulties of the group's previous sale attempt back in 2021 after its owners hoped to find a buyer who "respected the heritage and the culture".

"Keeping things ‘the Renishaw way’ might have been a hurdle that many didn’t want to clear. Perhaps there needs to be a degree of flexibility on this front if they want a deal to succeed,” the investment director added.

Read more on Proactive Investors UK

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