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Added to YB: 2026-01-08

Pitch date: 2025-12-31

DIE.BR [neutral]

D'Ieteren Group SA

+0.13%

current return

Author Info

No bio for this author

Company Info

D'Ieteren Group SA operates as an investment company in Belgium, France, rest of Europe, and internationally.

Market Cap

EUR 8.3B

Pitch Price

EUR 156.20

Price Target

273.00 (+77%)

Dividend

1.02%

EV/EBITDA

11.78

P/E

18.86

EV/Sales

1.33

Sector

Distributors

Category

value

Show full summary:
East72 Dynasty Trust Portfolio Holding: D'Ieteren Group SA

DIE.BR (holding update): Belgian holding co trading 45% below sum-of-parts value of ~€273/share. Key asset: 50.3% of Belron (global windshield leader) valued by us at 15x vs private equity marks at 30x. Automotive unit hit by cycle but valued conservatively at 7.5x pre-tax. €100M buyback announced.

Read full article (7 min)