Added to YB: 2026-04-07
Pitch date: 2026-04-01
SHMD [bullish]
SCHMID Group N.V.
+4.23%
current return
Author Info
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Company Info
SCHMID Group N.V. develops and manufactures equipment and process solutions for electronics, photovoltaics, glass, and energy systems in Germany and internationally.
Market Cap
$257.7M
Pitch Price
$4.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
-46.32
P/E
-1.92
EV/Sales
5.62
Sector
Electronic Equipment, Instruments and Components
Category
growth
160 Year Old Family Business
SHMD: Sole-source embedded trace equipment for AI substrates; 160yr family biz, 52% insider owned. €100M+ 2026 rev guided (12%+ EBITDA, mgmt says 'significantly higher' possible). €95M '25 orders, 20% '26 intake growth. Tier-1s (Taiwan/Japan/Korea/China) in multi-year roadmaps. $279M mkt cap, <3x '26 rev, zero analyst coverage/calls ever. Bull: 5-10x if ET adoption scales, reference lines replicate. Bear: rev stalls, dilution, delisting, family sells
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