This ASX industrials stock is up 150% this year – can it keep rising?

Is it too late to jump aboard this share market winner?

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Key points

  • GenusPlus' share price has surged over 150% year to date, transforming a $10,000 investment in January into more than $25,000.
  • The company's strong mid-term outlook is supported by consistent contract wins, a robust order book, and strategic positioning in renewable infrastructure.
  • With significant earnings growth and a presence in energy transition projects, experts see continued upside potential for GenusPlus in Australia’s evolving power sector.

It's been a strong year for ASX industrials stocks. 

The S&P/ASX 200 Industrials Index (ASX:XNJ) has risen more than 13% year to date. 

One in particular that has soared is GenusPlus Group (ASX: GNP). 

Its share price has risen by more than 150% year to date. 

For context, a $10,000 investment in January would now be worth more than $25,000. 

So is it too late to jump on board?

One expert believes the mid-term outlook is still positive. 

Can this ASX industrials stock keep going?

Founded in 2017, GenusPlus designs, builds, and maintains Australia's power and communications infrastructure. 

Its services range from overhead and underground powerline construction to renewable energy projects, substations, and high-voltage testing.

There are plenty of positive signs for continued growth for this ASX industrials stock. 

It has posted consistent contract wins and strong execution across power and telecom infrastructure.

About 90% of its FY25–FY27 revenue is already under contract. 

The Motley Fool's Leigh Grant reported earlier this year that the company is set to continue benefiting from the AI boom.

It builds and maintains the essential poles, wires, and substations that power Australia's electricity grid under long-term contracts. 

As AI drives energy demand and Australia transitions to renewables, GenusPlus stands to benefit from steady, inflation-linked revenues and long-term growth opportunities.

Bell Potter tips upside

Christopher Watt, Bell Potter Securities (via The Bull) said this ASX industrials stock's growing presence gives it strong medium-term upside. 

The broker highlighted the company's strong revenue of $751.3 million in full year 2025, which was up 36% on the prior corresponding period and beat expectations. 

Additionally, EBITDA of $67.4 million surged 49%.

Watt said the company appeals, driven by its strong revenue growth, strategic positioning in renewable infrastructure, and significant order pipeline.

The company offers visible earnings given an order book of $2 billion, a tender pipeline of $2.4 billion and a net cash position $113 million at June 30, 2025. GNP's growing presence in energy transition projects underpins a strong medium term outlook.

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended GenusPlus Group. The Motley Fool Australia has recommended GenusPlus Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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