Added to YB: 2025-09-11
Pitch date: 2025-09-09
STF.PA [neutral]
STEF SA
+1.96%
current return
Author Info
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Company Info
STEF SA provides temperature-controlled road transport and logistics services for agri-food industry, and out-of-home foodservices.
Market Cap
EUR 1.6B
Pitch Price
EUR 122.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.26
P/E
17.06
EV/Sales
0.62
Sector
Ground Transportation
Category
turnaround
STEF (STF France): a messy first half, but the core engine and investment case remain intact
STF.PA (quick overview): H1 results disappointed due to Italy VAT adjustment, higher French taxes & Benelux integration costs masking solid revenue growth & market share gains. France held ~5% operating margin despite frozen food weakness. Free cash flow improved markedly YOY. Mgmt expects profitability recovery as one-offs roll off & integrations complete.
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