Added to YB: 2025-11-24
Pitch date: 2025-09-23
IBS.LS [bullish]
Ibersol, S.G.P.S., S.A.
-1.2%
current return
Author Info
No bio for this author
Company Info
Ibersol, S.G.P.S., S.A., through its subsidiaries, operates a network of restaurants in Portugal, Spain, and Angola.
Market Cap
EUR 425.4M
Pitch Price
EUR 10.00
Price Target
N/A
Dividend
6.73%
EV/EBITDA
5.50
P/E
39.76
EV/Sales
1.19
Sector
Hotels, Restaurants and Leisure
Category
value
Ibersol, S.G.P.S., S.A. - $IBS.LS
IBS.LS (quick overview): Iberian airport concession operator at 6x 2025e EBITDA (5x 2026e) w/ 16% FCF yield, 7% div yield. Net cash position + minority shareholders pushing €1.00/share special dividend (~10% current price). CEO succession approaching creates strategic exit optionality. 25% EBITDA growth expected 2025 from airport normalization + Medfood acquisition.
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