Citi sees up to 160p a share upside for Rolls-Royce from small reactor ambitions

Citi said Rolls-Royce could see 80p to 160p per share of upside from its small modular reactor business after a fresh contract win in Sweden. The note highlights incremental value creation from the company’s nuclear technology exposure and supports a more constructive view on fundamentals. The article is primarily analyst-driven and is likely to influence sentiment more than near-term trading.

Analysis

Citi said Rolls-Royce could see 80p to 160p per share of upside from its small modular reactor business after a fresh contract win in Sweden. The note highlights incremental value creation from the company’s nuclear technology exposure and supports a more constructive view on fundamentals. The article is primarily analyst-driven and is likely to influence sentiment more than near-term trading.