Added to YB: 2026-07-02
Pitch date: 2026-06-30
SAF.PA [neutral]
Safran SA
+1.07%
current return
Author Info
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Company Info
Safran SA, together with its subsidiaries, engages in the aerospace and defense businesses in France, rest of Europe, the Americas, the Asia-Pacific, Africa, and the Middle East.
Market Cap
EUR 143.0B
Pitch Price
EUR 346.20
Price Target
N/A
Dividend
0.97%
EV/EBITDA
22.78
P/E
20.09
EV/Sales
4.56
Sector
Aerospace and Defense
Category
special_situation
Safran (SAF France): Exail expands strategic capabilities
SAF.PA (update): Proposed Exail acquisition at €128.5/share broadens inertial navigation (fibre-optic gyroscopes) & naval defence exposure. Exclusive talks w/ Gorgé family (40%+) make deal likely; rival bids (Thales/Naval Group) possible. Pricey at ~26x EV/EBIT 2027E; long-term value play, not near-term earnings transformer. Core thesis remains aerospace propulsion/aftermarket.
Read full article (2 min)