Added to YB: 2026-01-05
Pitch date: 2025-12-29
GE.MI [bullish]
Gefran S.p.A.
+3.88%
current return
Author Info
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Company Info
Gefran S.p.A., together with its subsidiaries, engages in the design, production, and sale of automation components and industrial sensors in Italy, Europe, North America, South America, Asia, and internationally.
Market Cap
EUR 151.2M
Pitch Price
EUR 10.30
Price Target
N/A
Dividend
4.04%
EV/EBITDA
5.65
P/E
15.35
EV/Sales
0.87
Sector
Electronic Equipment, Instruments and Components
Category
value
Monday Delight: 29/12/25 - Gefran S.p.A.
GE.MI (quick overview): Industrial automation & sensor co w/ 50%+ gross margins, 10%+ operating margins despite excess capacity. AI beneficiary - sensors essential for IoT/industrial AI adoption, designed-in at OEM level, small % of system cost. Recurring revenue from replacements. €150M mcap, 8.3x EV/EBIT, 11.8% ROIC. Capex cycle ending = FCF tailwind.
Read full article (1 min)