Added to YB: 2026-01-29
Pitch date: 2026-01-27
IDL.PA [bullish]
ID Logistics Group SA
-3.84%
current return
Author Info
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Company Info
ID Logistics Group SA provides contract logistics services in France and internationally. It provides warehousing and value-added, transport and flow organization, and supply chain optimization services.
Market Cap
EUR 2.8B
Pitch Price
EUR 416.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.40
P/E
50.38
EV/Sales
1.15
Sector
Air Freight and Logistics
Category
growth
ID Logistics (IDL France): scale keeps compounding as growth visibility extends into 2026
IDL.PA (update): Global contract logistics with mid-teens organic growth continuing into 2026. Strong momentum across Europe/NA, Amazon multi-country rollouts highlighting execution scale. New contracts initially dilutive but margin expansion coming from 2026 as volumes ramp. Structural outsourcing trends drive growth vs cyclical dependence.
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