Added to YB: 2025-08-04
Pitch date: 2025-07-31
GEST.MC [neutral]
Gestamp Automoción, S.A.
-11.34%
current return
Author Info
Asymmetric Ventures Portfolio is a CFA and investor looking for asymmetric investments in Europe and North America. Sign up for the newsletter.
Company Info
Gestamp Automoción, S.A. designs, develops, and manufactures metal components for the automotive industry in Western Europe, Eastern Europe, Mercosur, North America, and Asia.
Market Cap
EUR 1.9B
Pitch Price
EUR 3.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.57
P/E
11.33
EV/Sales
0.15
Sector
Automobile Components
Category
dividend
Open Article - Gestamp 1H 2025: Resilience, Recovery, and Room to Improve
GEST.MC (earnings update): Gestamp +11% since Feb'24 with 3% dividend. Auto parts supplier showed resilience: EBITDA margin +49bps to 11.3% despite declining revenues. FCF €99M, reversing €54M outflow 1H'24. Net debt flat, reducing to 1.5x via RE monetization. Phoenix Plan improving NAFTA margins. Risks: Western market weakness, Chinese competition. Trades <10x FCF.
Read full article (6 min)