Added to YB: 2025-11-19
Pitch date: 2025-11-17
EDEN.PA [neutral]
Edenred SE
-0.21%
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 provides digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 4.4B
Pitch Price
EUR 18.64
Price Target
N/A
Dividend
6.57%
EV/EBITDA
6.33
P/E
8.87
EV/Sales
2.58
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)