Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
DIE.BR [neutral]
D'Ieteren Group SA
-16.7%
current return
Author Info
No bio for this author
Company Info
D'Ieteren Group SA operates as an investment company in Belgium, France, rest of Europe, and internationally.
Market Cap
EUR 9.8B
Pitch Price
EUR 175.40
Price Target
N/A
Dividend
0.87%
EV/EBITDA
15.46
P/E
26.81
EV/Sales
1.45
Sector
Distributors
Category
value
AVI Global Trust Portfolio Holding: D'Ieteren Group SA
DIE.BR (holding update): +19% return despite selling pressure from €74/share special dividend. Increased position 70% at €200, now 51% discount to NAV. Belron (50% stake) shows 11% op profit growth to 21% margins despite US headwinds, valued at €32.2bn EV in recent transaction. Expect mid-teens profit growth, 23% margins in 2025. IPO catalyst could narrow discount.
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