Added to YB: 2026-05-04
Pitch date: 2026-05-02
ALSEC.PA [bullish]
Soditech SA
-14.67%
current return
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
EUR 7.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.55
P/E
7.10
EV/Sales
1.20
Sector
Professional Services
Category
growth
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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