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Added to YB: 2026-05-04

Pitch date: 2026-05-02

ALSEC.PA [bullish]

Soditech SA

Author Info

No bio for this author

Company Info

Soditech SA engages in the integration of mechanical, thermal, and electronic sub-assemblies in space, research, and defense fields in France.

Market Cap

EUR 15.2M

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

9.55

P/E

7.10

EV/Sales

1.20

Sector

Professional Services

Category

growth

Show full summary:
Soditech (ALSEC.PA)

ALSEC.PA: Wiring provider for space & defense sectors trading at 7x earnings. Orderbook signals 50-100% revenue growth in 2026. Earnings quality low (mostly subsidies), but mgmt optimistic enough to build new factory. Efficiency gains expected from larger batches & improved setup. Tailwinds from EU defense/space sovereignty push.

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