Added to YB: 2025-12-04
Pitch date: 2025-12-02
SMCP.PA [bullish]
SMCP S.A.
+2.17%
current return
Author Info
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Company Info
SMCP S.A. operates as a ready-to-wear and accessories retail company in France and internationally. The company offers suits and coats, ready-to-wear products, bags, shoes and accessories; fluidity and structure, lace and embroidery, knitwear and leather; and clothing, as well as footwear, jewellery, scarves, belts, and other accessories.
Market Cap
EUR 488.5M
Pitch Price
EUR 6.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.67
P/E
31.57
EV/Sales
0.89
Sector
Specialty Retail
Category
special_situation
SMCP (SMCP France): the affordable luxury comeback that now looks like a takeover play
SMCP.PA (neutral): Affordable luxury takeover play as 51% controlling stake formally up for sale. Sandro/Maje brands maintain global appeal, ops improving with tighter costs & digital expansion. Clean balance sheet post-deleveraging. Trading ~€6/share at sector discount despite profitability recovery. PE & strategic buyers (EPI, Maus, Chinese fashion) eyeing asset. Mandatory bid would trigger liquidity event for minorities.
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