Green returns – From stock market stars to comeback hopes: dynaCERT, Siemens, Schneider Electric

Sustainability remains a growth area – Siemens is doing it right

According to estimates by MarketsandMarkets analysts, the market for green technologies and sustainability will grow from USD 25.47 billion today to USD 73.9 billion by 2030. This corresponds to a robust annual growth rate of 10%. The study shows that the current uncertain global economic situation is not having a significant impact on growth in sustainable technologies. However, looking at the actual mood in industry, there are already signs of a wait-and-see attitude – especially companies that depend on small and medium-sized businesses are seeing poorer payment practices and a lower willingness to invest.

But there are rays of hope. Siemens has strategically focused on the megatrends of digitalization, AI growth, e-mobility, urbanization, and climate change. Specifically, Siemens is active in the areas of industrial automation, building automation, and rail transportation. This diverse field of activity offers the Company the opportunity to benefit from the green transformation in a variety of ways. Siemens itself estimates that around 90% of its own business helps customers achieve positive sustainability effects. With an order backlog exceeding EUR 100 billion, Siemens is also extremely well positioned – it would take a lot before employees at Siemens would ever have to face forced company shutdowns.

Environmental protection and returns – Schneider Electric combines both

When Siemens generates revenue, the environment also benefits: The Company measures its impact using the DEGREE framework, which includes ambitious goals such as avoiding over 1,000 million tons of customer emissions by 2030 and achieving net-zero greenhouse gas emissions across its entire value chain by 2050. The Company's offerings sold in fiscal year 2024 are expected to save around 144 million tons of greenhouse gas emissions over their lifetime.

Schneider Electric also specializes in automation and energy management. The Company was named the world's most sustainable company by Corporate Knights for the second time in five years. According to its own figures, Schneider Electric has helped to save and avoid almost 700 million tons of CO2. After record revenues in 2024, Schneider Electric expects organic growth of 7% to 10% in 2025 and an improvement in its adjusted EBITDA margin of 50 to 80 basis points. The figures show that sustainability and healthy profits are not mutually exclusive.

dynaCERT reduces costs and saves CO2 – A comeback in the making

Canadian industrial supplier dynaCERT is also hoping for substantial profits. The Company offers HydraGEN™, a patented technology that makes diesel engines more efficient and environmentally friendly. Tests by independent experts have shown significantly reduced nitrogen and CO2 emissions. At the same time, fuel consumption decreased, and the replacement intervals for costly particulate filters were extended. In recent quarters, dynaCERT has increasingly focused on the needs of industrial customers, where heavy-duty diesel engines are still widely used. In this segment, dynaCERT's technology offers significant leverage. As recent reports show, dynaCERT continues to be successful in this area.

The Company also offers HydraLytica™, a telematics software that tracks and records fuel consumption and greenhouse gas emissions in real time. This generates valuable data for generating CO2 certificates. The system automates the reporting and analysis of fuel savings, emission reductions, and CO2 credits, making it easy for dynaCERT customers to become more sustainable and even generate revenue. Especially in these economically challenging times, small and medium-sized customers are reluctant to make significant investments. A conversion kit from dynaCERT pays for itself in less than a year, depending on the specific application, and is therefore perfectly suited to the current market environment.

dynaCERT shares on the verge of a turnaround? New order could point the way forward

The dynaCERT share price has recently climbed sharply, following news that the Company is deploying its technology at the port of Rochefort-Tonnay - a move that could signal further revenue potential. However, dynaCERT is still posting a loss of around 32% for the year as a whole, indicating that the operational turnaround is not yet reflected in the share price. This sets dynaCERT apart from companies like Siemens and Schneider Electric, both of which have generated steady returns in recent years. The contrast suggests that the market is fairly reflecting the Company's operating performance and that, unlike dynaCERT, there is less room for surprises. Despite good first-quarter figures, analysts had expected more from Schneider Electric.

There is a good chance that dynaCERT's comeback story will also offer shareholders a more promising outlook in the coming weeks and months than the proven sustainability leaders Siemens and Schneider Electric. However, further orders will be decisive in this regard. How the Company assesses its chances is discussed in a recent interview between Stockhouse presenter Lyndsay Malchuk and dynaCERT COO Kevin Unrath.