2 ASX shares booming on electrification and mining. Is there more upside ahead?

MotleyFool

03/20

While the broader market is currently questioning capital expenditure and return on investment from hyperscalers like Amazon.com Inc (NASDAQ: AMZN), Meta Platforms Inc (NASDAQ: META), and Alphabet Inc...

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Is there more upside ahead?","media":"MotleyFool","content":"<div>\n<p>While the broader market is currently questioning capital expenditure and return on investment from hyperscalers like Amazon.com Inc (NASDAQ: AMZN), Meta Platforms Inc (NASDAQ: META), and Alphabet Inc...</p>\n\n<a href=\"https://www.fool.com.au/2026/03/20/2-asx-shares-booming-on-electrification-and-mining-is-there-more-upside-ahead/\">网页链接</a>\n\n</div>\n","source":"motleyfoolau_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 ASX shares booming on electrification and mining. 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Is there more upside ahead?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MotleyFool</strong><span class=\"h-time small\">2026-03-20 04:43</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>While the broader market is currently questioning capital expenditure and return on investment from hyperscalers like Amazon.com Inc (NASDAQ: AMZN), Meta Platforms Inc (NASDAQ: META), and Alphabet Inc...</p>\n\n<a href=\"https://www.fool.com.au/2026/03/20/2-asx-shares-booming-on-electrification-and-mining-is-there-more-upside-ahead/\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.fool.com.au/2026/03/20/2-asx-shares-booming-on-electrification-and-mining-is-there-more-upside-ahead/\">MotleyFool</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0316494557.USD","symbol_name":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","start_time":0,"source_url":"https://www.fool.com.au/2026/03/20/2-asx-shares-booming-on-electrification-and-mining-is-there-more-upside-ahead/","article_id":"2620726279","we_media_id":null,"thumbnails":[],"rights":{"source":"motleyfoolau_stock","url":"https://www.fool.com.au/2026/03/20/2-asx-shares-booming-on-electrification-and-mining-is-there-more-upside-ahead/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2620726279","pubTimestamp":1773953009,"columns":[],"sourceInfo":{"source_id":"motleyfoolau_stock","name":"MotleyFool"},"weMediaInfo":null,"summary":"While the broader market is currently questioning capital expenditure and return on investment from hyperscalers like Amazon.com Inc , Meta Platforms Inc , and Alphabet Inc , looking elsewhere for beneficiaries of structural tailwinds could present opportunities over the long run.In Australia and globally, several powerful themes are driving investment. Electrification is reshaping energy systems, requiring significant spending on transmission infrastructure, renewable generation, and storage. At the same time, strong commodity prices are supporting mining companies, while large-scale infrastructure projects — including those linked to the Brisbane 2032 Olympics — are lifting activity domestically.Against this backdrop, two ASX-listed companies, Wagners Holding Company Ltd  and NRW Holdings Ltd , have delivered standout share price performance over the past 12 months, rising over 157% and 94%, respectively.But after such strong gains, are the fundamentals keeping pace?Wagners is a cons","collect":0,"end_time":0,"defaultTopTitle":"fool.com.au","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc 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VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","BK4579":"人工智能","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"translate_title":"2澳大利亚证券交易所股票因电气化和采矿业而蓬勃发展。未来还有更多上涨空间吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AZYY":0.6,"USAW.SI":0.6,"AMZZ":0.6,"AMZD":0.6,"AMZU":0.6,"AMZY":0.6,"AMZW":0.6,"USJW.SI":0.6,"WGN.AU":1.95,"AMZP":0.6,"NWH.AU":1.93},"content_text":"While the broader market is currently questioning capital expenditure and return on investment from hyperscalers like Amazon.com Inc (NASDAQ: AMZN), Meta Platforms Inc (NASDAQ: META), and Alphabet Inc (NASDAQ: GOOG), looking elsewhere for beneficiaries of structural tailwinds could present opportunities over the long run.\nIn Australia and globally, several powerful themes are driving investment. Electrification is reshaping energy systems, requiring significant spending on transmission infrastructure, renewable generation, and storage. At the same time, strong commodity prices are supporting mining companies, while large-scale infrastructure projects — including those linked to the Brisbane 2032 Olympics — are lifting activity domestically.\nAgainst this backdrop, two ASX-listed companies, Wagners Holding Company Ltd (ASX: WGN) and NRW Holdings Ltd (ASX: NWH), have delivered standout share price performance over the past 12 months, rising over 157% and 94%, respectively.\nBut after such strong gains, are the fundamentals keeping pace?\nImage source: Getty Images\nRiding the infrastructure and construction wave\nWagners is a construction materials and infrastructure business with exposure to concrete, cement, composite materials, and aviation services. The company generates revenue by supplying essential inputs into infrastructure, civil construction, and mining projects — sectors that are currently benefiting from elevated investment levels.\nRecent updates suggest Wagners has been experiencing strong trading momentum, supported by higher demand across its key divisions. In particular, infrastructure activity in Queensland and major project pipelines have been contributing to increased volumes and improved pricing outcomes.\nThe company has also continued to invest in its proprietary composite technologies, which offer lighter and more durable alternatives to traditional materials. This positions Wagners to benefit not only from near-term construction demand but also longer-term structural shifts in how infrastructure is built.\nLooking ahead, the outlook appears supported by sustained infrastructure spending and population growth, particularly in regions such as southeast Queensland. If project activity continues to ramp up, Wagners could see further earnings growth, provided cost pressures remain controlled.\nNRW Holdings: Leveraged to mining services growth\nNRW Holdings operates as a mining services contractor, providing civil, mining, and drill and blast services to resource companies. Its revenue is largely tied to contract work across mine development, production, and infrastructure.\nThe company has benefited from strong commodity prices, which have left many miners with robust balance sheets and the ability to fund expansion projects and exploration programs. This has translated into a growing pipeline of work for contractors like NRW.\nRecent results highlight solid profit growth and a healthy order book, with the company securing new contracts and maintaining strong utilisation across its fleet. Importantly, NRW's diversified exposure across commodities and clients helps mitigate reliance on any single project or resource.\nThe outlook remains favourable as mining investment continues, particularly in bulk commodities and critical minerals linked to the energy transition. As long as commodity markets remain supportive, demand for mining services is likely to stay elevated.\nWhat could drive the next leg of growth?\nBoth ASX shares are benefiting from trends that appear durable rather than cyclical in nature.\nElectrification requires significant capital investment in infrastructure. Mining companies are expanding to meet demand for key resources. And government-backed infrastructure pipelines remain strong.\nHowever, after such significant share price appreciation, future returns may depend more heavily on continued earnings growth rather than multiple expansion.\nFor Wagners, this means maintaining margins while scaling production and delivering on project demand. For NRW, it comes down to converting its order book into sustained revenue and profit growth while managing costs.\nIf both companies can continue to grow revenue and earnings, maintain or expand margins, and avoid valuation compression, there is potential for further upside over time.\nAs always, the key will be execution.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}