Added to YB: 2026-07-08
Pitch date: 2026-07-04
EXA.PA [neutral]
Exail Technologies
-0.48%
current return
Author Info
No bio for this author
Company Info
Exail Technologies provides robotics, maritime, navigation, aerospace, and photonics technologies solutions in France, the rest of Europe, Africa, Americas, Oceania, and Asia.
Market Cap
EUR 2.1B
Pitch Price
EUR 125.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.43
P/E
697.52
EV/Sales
4.39
Sector
Aerospace and Defense
Category
special_situation
Exail Technologies: A Great Business Trapped in a Bad Capital Structure
EXA.PA (exited position): Sold on Safran €128.50/sh (€2.2B) deal collapsing in 7 days over ICG holdco exit dispute (€710M Exail vs €1.1B ICG). Great biz: €479M rev (+28%), 50%+ GM, €1.1B backlog (+51%), sovereign naval drone/FOG nav tech, EU rearmament tailwind. Bad 2022 cap structure holds it hostage; ICG price-linked claim = overhang. Refi due 2026. Possible absurd entry points ahead.
Read full article (6 min)