Should Munters’ New US Colocation Chiller Contract Reshape the Data Center Story for (OM:MTRS) Investors?

• In December 2025, Munters Group announced that its Data Center Technologies business received a significant order from a new US colocation customer, covering Geoclima Circlemiser chillers plus service and commissioning, with production at its expanded Virginia facility and deliveries scheduled between late 2026 and early 2027.
• This contract highlights Munters’ growing role in supplying high-efficiency cooling solutions to data centers, underlining how its recent capacity expansion in the US is being put to work by new digital infrastructure customers.
• We’ll now explore how this new US colocation order, tied to high-efficiency Geoclima Circlemiser chillers, could influence Munters’ investment narrative.

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Munters Group Investment Narrative Recap

To own Munters, you need to believe that its data center and energy efficient climate solutions can offset weaker battery markets and margin pressure in other regions. The new US colocation order is positive for visibility in Data Center Technologies, but on its own it does not materially change the near term earnings risk tied to mix, leverage and still volatile end markets.

The recent SEK 1 billion green bond issue in September 2025 is particularly relevant here, because it shows how Munters is funding its capacity expansion and sustainability focused projects, including data center production in Virginia. That extra balance sheet flexibility can support the DCT growth catalyst, but it also adds to an already elevated leverage profile that investors will want to watch against future cash generation.

Yet behind the appeal of high efficiency data center cooling, investors should still be aware of the growing risk that alternative cooling technologies could...

Read the full narrative on Munters Group (it's free!)

Munters Group’s narrative projects SEK18.7 billion revenue and SEK1.5 billion earnings by 2028. This implies 4.6% yearly revenue growth and an earnings increase of about SEK684 million from SEK816.0 million today.

Uncover how Munters Group's forecasts yield a SEK199.00 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community place Munters’ fair value between SEK 177.58 and SEK 202.22, showing a wide spread of individual views. Against this, the key growth driver many are watching is whether rising data center demand, highlighted by the new US colocation chiller order, can meaningfully offset margin pressure and elevated leverage over time.

Explore 4 other fair value estimates on Munters Group - why the stock might be worth as much as 18% more than the current price!

Build Your Own Munters Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Munters Group research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Munters Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Munters Group's overall financial health at a glance.

No Opportunity In Munters Group?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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