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What smart money is saying about Kendrion N.V.Netherlands flag

KENDR.AS · Industrials · Specialty Industrial Machinery · Market cap $329M

1 fund in our archive has pitched Kendrion N.V., most recently Teslin Participaties in September 2026.

Company profile

Kendrion N.V. develops, manufactures, and sells actuators and control systems in the Netherlands, Germany, the rest of Europe, the Americas, Asia, and internationally. It operates through Industrial Brakes; Industrial Actuators and Controls; and Other business segments. The company provides industrial brakes, such as permanent magnet, spring-applied, and electromagnetic brakes; linear, locking, oscillating, and rotary solenoids, as well as solenoids and valves; holding and permanent magnets; actuators; door lock systems; optical beam shutters; solenoid pinch valves; electronic modules and rectifiers; service and spare parts; customer solutions; electromagnetic clutches, clutch brake units, and magnetic particle and pneumatic clutches and brakes; solenoid, pinch, mechanically, and pneumatically actuated valves; pneumatic timers; pressure regulators; and fluid and air boards. Further, it offers electronics and embedded systems; industrial control systems, such as EtherCAT I/O and control systems, industrial controller, industrial touch panels, machinery safety, motion control, software for industrial controller, and CODESYS starter kits; and induction heating systems for the plastic processing industry, textile industry, and paper industry. The company serves wind energy, robotics, medical devices, factory automation, energy distribution, and industrial heating processes industries. The company was formerly known as Schuttersveld N.V. and changed its name to Kendrion N.V. in 2001. Kendrion N.V. was founded in 1859 and is headquartered in Amsterdam, the Netherlands.

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1
Reported positions
0
Bought
0
Sold
1
Letter

Position history

Every position in Kendrion N.V. on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in Kendrion N.V., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

Fund coverage · 1 thesis

  • Teslin Participaties
    September 2026

    Kendrion lifted normalized EBITDA 18% to a 17.5% margin in H1 2026 and raised targets in motion and control applications for four structural growth markets, with the shares at about eight times 2026 operating profit versus ten to thirteen times for peers.

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