Added to YB: 2025-09-23
Pitch date: 2025-09-19
ODET.PA [neutral]
Compagnie de l'Odet
+6.86%
current return
Author Info
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Company Info
Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 6.2B
Pitch Price
EUR 1.4K
Price Target
3.0K (+105%)
Dividend
0.33%
EV/EBITDA
34.17
P/E
31.25
EV/Sales
3.14
Sector
Air Freight and Logistics
Category
value
Show full summary:
Theodosian Capital | ODET – Interims
ODET.PA (update): French holdco at ~50% discount to €3,000 NAV vs €1,408 share price. Net cash €5.2bn provides optionality. H1 revenue €1.55bn, net income €257m. Buying back shares accretively, building stakes in Havas/Canal+. Key holding UMG attractive. Vivendi appeal in Nov.
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