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Added to YB: 2025-04-10

Pitch date: 2025-04-08

SL.MI [neutral]

Sanlorenzo S.p.A.

+15.46%

current return

Author Info

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Company Info

Sanlorenzo S.p.A. designs, builds, and sells boats and pleasure boats in Italy, rest of Europe, the Asia-Pacific, the United States, the Middle East, and internationally.

Market Cap

EUR 1.1B

Pitch Price

EUR 25.81

Price Target

N/A

Dividend

3.29%

EV/EBITDA

6.62

P/E

10.12

EV/Sales

1.11

Sector

Leisure Products

Category

growth

Show full summary:
Q1 2025 Portfolio Update - SL.MI

SL.MI added to position: Luxury yacht maker with solid 2024 performance. Net revenue +10.7% to €930.4M, EBITDA +12% to €176.4M, EBIT +10.6% to €139.3M. €112.8M net cash despite €34.8M dividend. €1,019.8M order backlog. Undervalued with debt-free balance sheet. €1.9M insider buying Mar 12-31, 2025 signals confidence.

Read full article (2 min)