Added to YB: 2025-12-04
Pitch date: 2025-12-02
GBF.DE [bullish]
Bilfinger SE
+4.31%
current return
Author Info
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Company Info
Bilfinger SE provides industrial services to customers in the process industry primarily in Europe, North America, and the Middle East.
Market Cap
EUR 3.8B
Pitch Price
EUR 102.10
Price Target
N/A
Dividend
2.36%
EV/EBITDA
11.42
P/E
20.48
EV/Sales
0.69
Sector
Commercial Services and Supplies
Category
value
Bilfinger (GBF Germany): writing the next act in its industrial reinvention
GBF.DE (update): Industrial services co targeting 8-10% annual revenue growth + 9% EBITA margin by 2030. Benefits from energy transition/decarbonization trends. €300M+ FCF target 2025, >90% cash conversion. Trades at discount vs peers like Spie despite comparable growth. Execution discipline turning cyclical biz into steady cash generator.
Read full article (2 min)