Added to YB: 2026-03-24
Pitch date: 2026-03-20
ODET.PA [bullish]
Compagnie de l'Odet
+2.63%
current return
Author Info
No bio for this author
Company Info
Compagnie de l'Odet engages in energy, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 5.2B
Pitch Price
EUR 1.2K
Price Target
3.0K (+142%)
Dividend
0.39%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Air Freight and Logistics
Category
value
Theodosian Capital | Stocks Update 20/3/2026 - ODET – Happy St. Patrick’s Day
ODET.PA (update): FY25 rev €2.9bn (-9% on energy prices), net income €354m vs €1.75bn prior (prior boosted by €3.7bn Bolloré Logistics sale gain). Net cash €5.1bn. Underlying div €4.80 (+9% YoY) + plans €2bn special div H2 2026 (25-39% yield est). NAV €3,021/share vs €1,220 price = 2.5x discount. PT €3,021.
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