Added to YB: 2026-07-08
Pitch date: 2026-07-06
DIE.BR [bullish]
D'Ieteren Group SA
-0.11%
current return
Author Info
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Company Info
D'Ieteren Group SA operates as an investment company in Belgium, France, rest of Europe, and internationally.
Market Cap
EUR 9.5B
Pitch Price
EUR 178.00
Price Target
N/A
Dividend
1.11%
EV/EBITDA
11.63
P/E
22.92
EV/Sales
1.42
Sector
Distributors
Category
special_situation
The 220-Year-Old Carriage Builder Hiding a €12 Billion Windscreen Monopoly - D'Ieteren Group SA
DIE.BR: Belgian family holdco at €9.75B cap; 50.3% stake in Belron (windscreen monopoly, 22.9% EBIT margin, ADAS recalibration moat) alone worth ~€12B if €24B carve-out hits. FY25 €12.08B sales, €955.6M PBT, 15.48% ROIC. Trades 13.3x NTM P/E vs 22.9x avg. Spin-off catalyst closes gap.
Read full article (4 min)