Fund Manager Summary
The fund managers believe that Mayfield Group Holdings Ltd presents a compelling investment opportunity with a potential 50 per cent to 100 per cent upside over the next 12 months. In their opinion, the company's focus on electrical and telecommunications infrastructure positions it well to benefit from the booming data centre spend, renewable energy, and defence sectors. A robust order book and a reported $850 million pipeline of prospects indicate strong visibility for FY26 earnings, with potential for significant upgrades. The recent $31 million equity raising aims to enhance market position and diversify capabilities, suggesting substantial earnings accretion above 50 per cent. Management’s proven track record and the stock’s attractive market multiple further support the outlook for both organic growth and deal accretion.
Source: Trading View
Commentary From The Managers
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Wilson Asset Management
14 Nov 2025
$2.29
Summary
- Wilson Asset Management sees 50% to 100% upside in Mayfield Group over the next 12 months.
- Mayfield specializes in electrical and telecommunications infrastructure products and services.
- The company provides investors with leverage to booming data centre spend, renewable energy, storage and transmission, and defence sectors.
- A robust order book offers strong visibility over FY26 earnings.
- With a reported $850 million pipeline of near-term prospects, there is a very strong outlook.
- Maintaining historical conversion rates suggests significant earnings upgrade potential.
- Mayfield recently completed a $31 million equity raising to undertake acquisitions.
- This strategy aims to materially expand market position and diversify product and technical capabilities.
- The market may be underestimating substantial earnings accretion, above 50% likely to occur.
- There is also an opportunity to accelerate organic growth via cross-selling.
- Management are proven operators, and the stock trades on a highly attractive market multiple.
- This is considered in light of the outlook for organic earnings growth and deal accretion.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Wilson Asset Management
14 Nov 2025
$2.29
- Wilson Asset Management sees 50% to 100% upside in Mayfield Group over the next 12 months.
- Mayfield specializes in electrical and telecommunications infrastructure products and services.
- The company provides investors with leverage to booming data centre spend, renewable energy, storage and transmission, and defence sectors.
- A robust order book offers strong visibility over FY26 earnings.
- With a reported $850 million pipeline of near-term prospects, there is a very strong outlook.
- Maintaining historical conversion rates suggests significant earnings upgrade potential.
- Mayfield recently completed a $31 million equity raising to undertake acquisitions.
- This strategy aims to materially expand market position and diversify product and technical capabilities.
- The market may be underestimating substantial earnings accretion, above 50% likely to occur.
- There is also an opportunity to accelerate organic growth via cross-selling.
- Management are proven operators, and the stock trades on a highly attractive market multiple.
- This is considered in light of the outlook for organic earnings growth and deal accretion.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With a robust order book and a $850 million pipeline, the potential for Mayfield Group Holdings seems underestimated. A 50% to 100% upside appears plausible as they capitalize on booming sectors and strategic acquisitions, hinting at significant earnings growth ahead."
Last Updated: 14 Nov 2025
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Frequently Asked Questions
Who is investing in Mayfield Group Holdings Ltd (ASX:MYG)?
Fund managers including Wilson Asset Management have invested in Mayfield Group Holdings Ltd (ASX:MYG).
Why do fund managers invest in Mayfield Group Holdings Ltd?
Fund managers are investing in Mayfield Group Holdings Ltd due to its strong growth potential, driven by a robust order book and a significant $850 million pipeline of prospects. The company specializes in electrical and telecommunications infrastructure, benefiting from increasing demand in data centers, renewable energy, and defense sectors. With a recent $31 million equity raise for strategic acquisitions, fund managers anticipate substantial earnings growth and market position expansion, supported by experienced management and attractive market multiples.
What happened to Mayfield Group Holdings Ltd (ASX:MYG)?
Fund managers are investing in Mayfield Group Holdings Ltd due to its strong potential for significant upside, estimated between 50% to 100% over the next year. The company specializes in electrical and telecommunications infrastructure, benefiting from increasing demand in data centers, renewable energy, and defense sectors. With a robust order book and an $850 million pipeline of prospects, Mayfield is well-positioned for earnings growth. The recent $31 million equity raise will enhance its market position and capabilities, while management's proven track record adds confidence in achieving substantial earnings accretion and organic growth.