Added to YB: 2026-06-23
Pitch date: 2026-06-20
LBIRD.PA [bullish]
Lumibird SA
Author Info
No bio for this author
Company Info
Lumibird SA designs, manufactures, and sells various lasers for scientific, industrial, and medical applications in France, Hong Kong, the United States, Germany, South Korea, China, and Austria.
Market Cap
EUR 543.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.57
P/E
38.76
EV/Sales
2.75
Sector
Electronic Equipment, Instruments and Components
Category
value
Lumibird - The French Company Building Europe's Counter-Drone & Laser Weapons Stack
LBIRD.PA: French laser specialist at €25/sh, €565M cap, ~2.5x sales, 8x 2028 EBITDA vs Hensoldt 16x/Rheinmetall 18x. FY25 rev €228.5M (+8.8%), 20%+ EBITDA margin. Sole-source on Rheinmetall Skyranger 30 C-UAS & Saab CV90; owns 37% of CILAS (French laser-weapons champ). Skyranger line €5M→€30M+ by 2030. Risks: illiquid, 50%+ family-controlled, no US ADR. Asymmetric DEW/rearmament play.
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