Added to YB: 2025-11-18
Pitch date: 2025-11-14
SCHP.PA [bullish]
Séché Environnement SA
+5.89%
current return
Author Info
No bio for this author
Company Info
Séché Environnement SA engages in the management, recovery, and treatment of waste products for industrial and corporate customers, and local authorities in France and internationally.
Market Cap
EUR 502.4M
Pitch Price
EUR 64.50
Price Target
140.00 (+105%)
Dividend
1.85%
EV/EBITDA
6.54
P/E
11.54
EV/Sales
1.21
Sector
Commercial Services and Supplies
Category
value
Bought a 4% position in Séché Environnement $SCHP $SCHP.PA
SCHP.PA: French hazardous waste specialist w/ mission-critical permit-intensive assets. €1.1B rev, 22% EBITDA margin, 14% owner earnings yield. Moat from scarce permits, regulatory barriers, high switching costs. Growth from EU regs, decarbonization. Fair value €140 (+115% upside) in 2-3yrs.
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