Added to YB: 2025-11-19
Pitch date: 2025-11-17
EDEN.PA [neutral]
Edenred SE
-4.45%
current return
Author Info
Patches AKF is an investor discussing global small and medium cap companies - ideally those with minimal coverage on the internet. Sign up for the newsletter.
Company Info
Edenred SE operates as a digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 4.5B
Pitch Price
EUR 18.64
Price Target
N/A
Dividend
6.44%
EV/EBITDA
6.41
P/E
9.04
EV/Sales
2.61
Sector
Financial Services
Category
value
PatchesAKF: November Update - Edenred SE
EDEN.PA (earnings): Q3 operating revenue +6% YTD, mgmt guides 10%+ EBITDA growth 2025. 2026-28 targets: high single-digit revenue growth, 8-12% EBITDA growth 2027-28. Brazil decree caps merchant fees at 3.6%, forces network opening - mgmt estimates -13% 2026 EBITDA impact. 8 countries raised meal voucher face values 2025-26. Trading ~9x forward P/E despite regulatory headwinds.
Read full article (4 min)