Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-03
ZEG.L [neutral]
Zegona Communications plc
-1.81%
current return
Author Info
No bio for this author
Company Info
Zegona Communications plc engages in the provision of integrated telecommunications services in Spain.
Market Cap
GBP 4.0B
Pitch Price
GBP 16.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.74
P/E
-59.80
EV/Sales
2.27
Sector
Diversified Telecommunication Services
Category
value
Alluvial Fund Portfolio Holding: Zegona Communications plc
ZEG.L: LBO of Vodafone Spain delivered all 4 goals: €1.8B from fiber sales, €1.4B shareholder distribution, cost cuts, customer growth resumption. 69% share cancellation, active buybacks, reduced loan rates. Market reclassified from speculative to investable but still undervalued vs peers. Upside from data center/wireless sales, revenue growth, margin gains.
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