Added to YB: 2026-05-08
Pitch date: 2026-05-01
FPE.DE [neutral]
Fuchs SE
-1.46%
current return
Author Info
No bio for this author
Company Info
Fuchs SE, together with its subsidiaries, develops, produces, and distributes specialty lubricants and functional fluids in Europe, the Middle East, Africa, the Asia Pacific, and North and South America.
Market Cap
EUR 4.7B
Pitch Price
EUR 31.61
Price Target
N/A
Dividend
3.13%
EV/EBITDA
8.01
P/E
16.56
EV/Sales
1.25
Sector
Chemicals
Category
dividend
Theodosian Capital | Stocks Update 1/5/2026 - FPE – Pricing power
FPE.DE (earnings): Q1 rev €934M (+1% YoY), EBIT €125M (+16% YoY, aided by €7M land sale); EPS 68c (+15% YoY). Reaffirmed €450M FY26 EBIT guide despite raising rev to 'significantly >€3.7bn'. FCF lowered to 'significantly <€270M' on working capital build. Middle East raw material inflation & bottlenecks but mgmt confident in swift price pass-through. Mid-teens ROE, nearing Dividend Aristocrat status. Trades 12.4x 2027E, 4.1% yield.
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