Added to YB: 2026-07-20
Pitch date: 2026-07-16
RDUE.MI [bullish]
ErreDue S.p.A.
Author Info
No bio for this author
Company Info
ErreDue S.p.A. designs and produces solutions for the production, mixing, and on-site purification of technical gases in Italy.
Market Cap
EUR 60.6M
Pitch Price
N/A
Price Target
20.00
Dividend
2.06%
EV/EBITDA
8.79
P/E
18.42
EV/Sales
2.21
Sector
Machinery
Category
growth
ErreDue: The Profitable Italian Hydrogen Stock Nobody Talks About
RDUE.MI: Livorno-based on-site gas/electrolyser maker, €60M cap, net cash, dividend-paying, profitable through hydrogen winters. 2025 rev €19.4M (+22%), 29% EBITDA margin, €3.3M net profit. Record €36M backlog underwrites growth. ~15x 2026, <10x 2027 EPS. Fair value ~€20 (20x €1 EPS 2027) = ~47%/yr. Catalysts: Hormuz closure boosts on-site nitrogen, negative EU power prices aid electrolysis, gigafactory H1'26. Risks: illiquidity, hydrogen stigma, execution, key-person. Small speculative position.
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