Added to YB: 2025-06-02
Pitch date: 2025-05-30
YRM.MI [bullish]
Rosetti Marino SpA
+77.25%
current return
Author Info
No bio for this author
Company Info
Rosetti Marino SpA, together with its subsidiaries, engages in the energy, energy transition, and shipbuilding businesses in Italy, rest of the European Union, and internationally.
Market Cap
EUR 235.6M
Pitch Price
EUR 83.50
Price Target
225.00 (+52%)
Dividend
3.23%
Sector
Energy Equipment and Services
Category
turnaround
Rosetti Marino: A Business of Substance Ignored by the Market
YRM.MI: Italian energy infrastructure/shipbuilding firm. Trades at severe discount vs peers (EV €70M vs DCF €250-360M). Strong 2024 turnaround with €120M FCF (20.7% margin). €1.1B backlog spanning O&G/renewables. Asset-heavy with 3 shipyards, zero debt. Family owned (56%), minimal float. Cyclical risks but conservative management. 128-257% CAGR potential over 18 months.
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