Added to YB: 2025-09-25
Pitch date: 2025-09-23
AENA.MC [bullish]
Aena S.M.E., S.A.
+0.94%
current return
Author Info
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Company Info
Aena S.M.E., S.A., together with its subsidiaries, engages in the management of airports in Spain, Brazil, the United Kingdom, Mexico, and Colombia.
Market Cap
EUR 35.0B
Pitch Price
EUR 23.38
Price Target
N/A
Dividend
4.19%
EV/EBITDA
11.43
P/E
17.31
EV/Sales
6.77
Sector
Transportation Infrastructure
Category
growth
Aena (AENA Spain): ambitious capex plan reshapes regulatory outlook
AENA.MC (quick overview): €13B capex plan 2027-31 (50% above consensus), majority eligible for regulated asset base. Spain's passenger-based regulatory model historically allows outperformance vs peers. Strong balance sheet, low leverage supports heavy investment without compromising dividends/credit. Positions for long-term growth leadership in aviation infrastructure.
Read full article (1 min)