Added to YB: 2025-09-11
Pitch date: 2025-09-09
STF.PA [neutral]
STEF SA
-1.98%
current return
Author Info
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Company Info
STEF SA provides temperature-controlled road transport and logistics services for agri-food industry.
Market Cap
EUR 1.5B
Pitch Price
EUR 119.77
Price Target
N/A
Dividend
2.28%
EV/EBITDA
6.87
P/E
17.75
EV/Sales
0.59
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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