Added to YB: 2025-06-30
Pitch date: 2025-05-12
ISMAY [bullish]
Indra Sistemas, S.A.
+73.68%
current return
Author Info
No bio for this author
Company Info
Indra Sistemas, S.A., together with its subsidiaries, provides technology services for the defense, aerospace, and advanced digital technologies sectors in Spain, Brazil, the rest of America, Italy, the rest of Europe, Asia, the Middle East, and Africa.
Market Cap
EUR 9.7B
Pitch Price
EUR 29.62
Price Target
25.40 (-51%)
Dividend
0.54%
EV/EBITDA
13.93
P/E
21.56
EV/Sales
1.59
Sector
IT Services
Category
growth
Indra Sistemas, S.A. - $ISMAY
ISMAY: Spanish co transitioning from IT to defense. Aims to be like BAE/Leonardo. Trading at discount vs peers due to IT analyst coverage & low Spanish defense profile. Mid-teens EPS growth for 5yrs. Defense (FCAS, Eurofighter, TESS) growing double-digits. 50%+ upside near-term, 3x long-term at 15x 2030 EBIT of €1B.
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