Added to YB: 2026-04-29
Pitch date: 2026-04-24
EL.PA [neutral]
EssilorLuxottica Société anonyme
-1.67%
current return
Author Info
No bio for this author
Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 85.7B
Pitch Price
EUR 185.80
Price Target
N/A
Dividend
2.15%
EV/EBITDA
14.81
P/E
37.29
EV/Sales
3.41
Sector
Health Care Equipment and Supplies
Category
growth
Theodosian Capital | Stocks Update 24/4/2026 - EL – Strong topline growth; M&A
EL.PA (update): Q1 rev €7.1B, +10.8% YoY at CER (3rd straight quarter double-digit growth); Pro Solutions & DTC double-digit, Traditional MSD. North America +12.5%, EMEA +9.5% on AI glasses & Ray-Ban strength; China low-teens. M&A: Top Charoen investment (+2k stores to 20k), Faro acquisition. Trading 22x 2027 EPS, 2.5% yield—not cheap but positioned for long-term eyecare growth.
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