Added to YB: 2026-08-05
Pitch date: 2026-08-03
SERI.MI [bullish]
Seri Industrial S.p.A.
-1.85%
current return
Author Info
No bio for this author
Company Info
Seri Industrial S.p.A., through its subsidiaries, engages in the production and recycling of plastic materials for battery, automotive, hydro-thermo-sanitary, civil, and shipbuilding markets.
Market Cap
EUR 158.8M
Pitch Price
EUR 2.98
Price Target
4.90 (+67%)
Dividend
N/A
EV/EBITDA
9.16
P/E
9.61
EV/Sales
1.40
Sector
Chemicals
Category
value
Seri Industrial - overlooked European energy storage play
SERI.MI: Overlooked Italian battery storage small-cap. ~€160m EV (adj net debt ~€0 after €180m subsidy receivable + €55m Eni cash) vs SOTP >5x upside: €500m Teverola 2 gigafactory, €130m Eni JV stake, €150m Brindisi 50%, €130m legacy biz. Eni JV validation, IPCEI-subsidized, family-owned, only 1 analyst. Catalyst: 2026 ramp, minimal reported debt (~3x EV/EBITDA). Risk: chronic delays.
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