Added to YB: 2026-07-30
Pitch date: 2026-07-02
ALSTI.PA [bullish]
STIF Société anonyme
+1.09%
current return
Author Info
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Company Info
STIF Société anonyme manufactures and sells components for the handling of bulk products in France. Its products include metal and plastic elevator buckets, elevator belts, safety equipment for elevators, compression couplings for pneumatic conveying, metal piping products for gravity flow, watertight round access doors, pressure/vacuum safety valves for silos, bends, fire and explosion protection products for BESS, dust proof inspection doors, magnetic separators, and explosion protection equipment.
Market Cap
EUR 264.5M
Pitch Price
EUR 50.65
Price Target
N/A
Dividend
1.32%
EV/EBITDA
15.58
P/E
22.49
EV/Sales
3.20
Sector
Machinery
Category
growth
STIF – a potential multibagger that transformed from a niche industrial manufacturer into a key supplier to the global battery storage industry
ALSTI.PA: French explosion-protection maker turned BESS safety supplier. Rev €90.5M (36% 4yr CAGR), BESS now 45.8% of sales; FY25 EBIT 18.8%, NI €11.8M. Certification moat, customers incl Fluence, Wärtsilä, Tesla, BYD. Targets €200M rev/€40M EBITDA by 2030 (~7x EV/EBITDA). Stock +650% since 2023 IPO to €52.50. Risks: 40% customer concentration, family 51% ownership/zero independent directors, 4 acquisitions in 12mo integration risk, competition, supply chain. ~1.3x net debt/EBITDA.
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