Added to YB: 2025-11-14
Pitch date: 2025-11-12
EDEN.PA [neutral]
Edenred SE
-9.05%
current return
Author Info
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Company Info
Edenred SE provides digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 4.4B
Pitch Price
EUR 20.45
Price Target
N/A
Dividend
6.57%
EV/EBITDA
6.33
P/E
8.87
EV/Sales
2.58
Sector
Financial Services
Category
growth
Edenred: Guidance cut amidst Brazil regulations
EDEN.PA (earnings): Brazil PAT reform cuts merchant fees to 3.6% cap & 15-day redemption, slashing FY26 EBITDA guidance from +2-4% to -8-12%. Brazil = 19% revenue but mgmt caught off-guard week after CMD. Model shows 7% IRR vs previous higher returns. Still profitable post-reform but margin expansion hopes dashed.
Read full article (4 min)