Mersen as an international power infrastructure and data center bottleneck play

Conviction: 68% · Horizon: 2Y · 2026-04-29

Demand for data center power equipment can drive multi-year growth for specialized electrical component suppliers

Utilities, transmission systems, and power quality equipment are becoming critical bottlenecks as data center power consumption rises. Suppliers with exposure to grid quality, dynamic electrical distribution, and data center equipment can compound revenue through sustained infrastructure upgrades and strong U.S. demand.

Instrument	Side	Target	Reason
MRN.PA	Long		Mersen appears positioned to benefit from a durable increase in spending on grid quality, power transmission, and electrical distribution tied to data center buildouts. If management is seeing meaningful booking exposure to companies equipping data centers and revenue from that channel is accelerating, earnings growth can remain underappreciated relative to the scale and duration of the power infrastructure cycle.

Themes

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