Added to YB: 2025-09-15
Pitch date: 2025-09-11
SEFER.PA [neutral]
SergeFerrari Group SA
+17.71%
current return
Author Info
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Company Info
SergeFerrari Group SA designs, develops, manufactures, and markets composite materials for lightweight architectural and outdoor applications in France and internationally.
Market Cap
EUR 75.4M
Pitch Price
EUR 7.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.21
P/E
98.23
EV/Sales
0.64
Sector
Chemicals
Category
turnaround
Serge Ferrari (SEFER France): early wins from the Transform 2025 plan lift performance
SEFER.PA (quick overview): H1 revenue +10%, margins expanded ~3pts via Transform 2025 plan, operating profit up sharply, net income positive after restructuring. Strong Americas growth, Europe stable. EBITDA margin recovery demonstrates turnaround taking hold faster than expected. Risks: raw material costs, demand volatility, H2 seasonality.
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