Added to YB: 2025-11-07
Pitch date: 2025-11-03
SMCP.PA [bullish]
SMCP S.A.
+9.12%
current return
Author Info
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Company Info
SMCP S.A. operates as a ready-to-wear and accessories retail company in France and internationally. The company offers suits and coats, ready-to-wear products, bags, shoes and accessories; fluidity and structure, lace and embroidery, knitwear and leather; and clothing, as well as footwear, jewellery, scarves, belts, and other accessories.
Market Cap
EUR 488.5M
Pitch Price
EUR 5.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.67
P/E
31.57
EV/Sales
0.89
Sector
Specialty Retail
Category
turnaround
SMCP: Accessible Luxury With Margin Upside and High FCF Yield
SMCP.PA: Parisian fashion (Sandro, Maje, Claudie Pierlot) trading at 5.7x EV/EBITDA, 0.4x P/B, 17.7% FCF yield amid consumer discretionary weakness. Mgmt targeting EBIT margin expansion to 10% by 2H26 vs 7.1% in 1H25. Net debt down 30% since June '24. LVMH veteran CFO executing turnaround.
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