Added to YB: 2025-06-30
Pitch date: 2025-05-12
ISMAY [bullish]
Indra Sistemas, S.A.
+64.03%
current return
Author Info
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Company Info
Indra Sistemas, S.A. operates as a technology and consulting company for aerospace, defense, and mobility business worldwide.
Market Cap
EUR 5.8B
Pitch Price
EUR 29.62
Price Target
25.40 (-48%)
Dividend
0.76%
EV/EBITDA
11.25
P/E
20.91
EV/Sales
1.14
Sector
IT Services
Category
growth
Show full summary:
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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