Added to YB: 2025-10-30
Pitch date: 2025-10-28
BNJ.AS [bullish]
Banijay Group N.V.
-18.45%
current return
Author Info
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Company Info
Banijay Group N.V. engages in the content production, distribution, online sports betting, and gaming businesses in the United States, Europe, and internationally.
Market Cap
EUR 4.2B
Pitch Price
EUR 10.30
Price Target
N/A
Dividend
3.55%
EV/EBITDA
9.15
P/E
20.14
EV/Sales
1.46
Sector
Entertainment
Category
special_situation
Banijay Group (BNJ France): Betting on scale with transformational gaming move
BNJ.AS (quick overview): Acquired majority stake in Tipico, creating €3bn+ gaming platform w/ Betclic. Gaming to reach ~50% revenue mix vs 30% content/events. Tipico: €1.6bn revenue, ~30% EBITDA margin. Targets €100m synergies by 2028. 3.5x leverage, plan to <2.5x in 3yrs. 10x EBITDA valuation vs peers.
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