Added to YB: 2026-06-17
Pitch date: 2026-06-11
TRI.PA [neutral]
Trigano S.A.
-2.8%
current return
Author Info
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Company Info
Trigano S.A., together with its subsidiaries, designs, manufactures, and distributes leisure vehicles for individuals and professionals in France, Germany, the United Kingdom, Benelux, Italy, Spain, Northern Europe, and internationally.
Market Cap
EUR 2.9B
Pitch Price
EUR 146.40
Price Target
N/A
Dividend
2.84%
EV/EBITDA
6.22
P/E
11.27
EV/Sales
0.67
Sector
Automobiles
Category
value
Trigano (TRI France): A pause in demand does not change the long-term picture
TRI.PA (update): European motorhome leader in fragmented mkt. H1 rev +6% but 2026 shaping as consolidation year; weaker Germany/France registrations on soft consumer confidence. Structural tailwinds (aging demo, low penetration) intact, input costs manageable. Trades >30% below own EV/EBIT history; no near-term catalyst but price implies far weaker outcome than fundamentals.
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