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Analyses on Avrot (4)
- March 17, 2026March 17, 2026
- Follow-up
Avrot Follow-Up: Is Paldex Still a Growth Engine or Does It Need a Full Reset?
Paldex is currently only a potential growth engine. After 2025, the burden of proof shifted from explaining product advantages to proving commercialization, utilization, and real conversion of the Israel and Europe opportunity into orders and revenue.
- Follow-up
Avrot Follow-Up: Why the Investees Still Erase the Core Recovery
Avrot's core improved in 2025, but the holdings layer still erased much of that recovery before it could reach shareholders: BOT Environmental Quality generated an outsized loss, the carrying value of equity-accounted investments was cut by more than half, and the European platf…
- Follow-up
Avrot Follow-Up: How Repeatable Is the Water Projects Margin?
The water-projects profitability in 2025 improved for real, but it still does not look like a representative earnings level. It rested on one unusual project, friendlier working-capital terms, and a forward model that already normalizes margins back down.
Avrot: The Core Business Is Breathing Again, but Plastics and Investees Still Hold Earnings Down
Avrot’s core business improved materially in 2025, led by steel and projects, but shareholder earnings are still held back by weak plastics and heavy investee losses, so 2026 is a proof year rather than a breakout year.
