Added to YB: 2026-09-07
Pitch date: 2026-09-03
BOL.PA [neutral]
Bolloré SE
Author Info
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Company Info
Bolloré SE engages in the transportation and logistics, communications, and industry businesses in France, rest of Europe, the Americas, the Asia-Pacific, and Africa.
Market Cap
EUR 11.2B
Pitch Price
N/A
Price Target
N/A
Dividend
2.02%
EV/EBITDA
22.29
P/E
33.75
EV/Sales
1.97
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Bolloré (BOL France): Cash circulation and the Vivendi ruling reopen the path to simplification
BOL.PA (update): Bolloré’s nearly 49% holding-company discount sits close to historical extremes, while cash recirculation, continued Odet share purchases and a favorable Vivendi ruling have increased scope for simplification. Roughly €0.80 per share should return internally from the special dividend, and a possible voluntary Vivendi offer in 2027 could remove another holding-company layer, though no transaction is imminent and management’s timing remains uncertain.
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