Added to YB: 2026-06-29
Pitch date: 2026-06-25
TRI.PA [neutral]
Trigano S.A.
Author Info
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Company Info
Trigano S.A., together with its subsidiaries, designs, manufactures, and distributes leisure vehicles and trailers in France, Germany, the United Kingdom, Benelux, Italy, Spain, Northern Europe, and internationally.
Market Cap
EUR 2.7B
Pitch Price
N/A
Price Target
N/A
Dividend
2.98%
EV/EBITDA
5.83
P/E
10.65
EV/Sales
0.62
Sector
Automobiles
Category
value
Trigano (TRI France): Supply chain issues are masking a healthier demand environment
TRI.PA (update): Q3 rev +1.6% YoY, soft as ~1,000 motorhomes delayed by component shortages (timing, not demand). Mgmt sees order volumes flat YoY for new season, disciplined pricing, normalized dealer inventories. Op margins to improve; net cash >€500M post-buybacks. Market prices in downturn; delayed deliveries should reverse in Q4 as supply eases.
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