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[TWITTER] ToffCap

Added to YB: 2024-05-22

Pitch date: 2024-05-21

TRE.MC [bullish]

Técnicas Reunidas, S.A.

+163.21%

current return

Author Info

ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.

Company Info

Técnicas Reunidas, S.A., an engineering and construction company, designs and manages industrial plant projects worldwide.

Market Cap

EUR 2.3B

Pitch Price

EUR 10.60

Price Target

N/A

Dividend

N/A

EV/EBITDA

7.95

P/E

17.85

EV/Sales

0.36

Sector

Energy Equipment and Services

Category

turnaround

Show full summary:
Técnicas Reunidas: Margin Gains and Strong Pipeline

TRE.MC: Technicas Reunidas rallies 40% as cyclical recovery takes hold. 5 qtrs of margin gains, FY24 targets EUR4.5B rev, 4% EBIT. Strong backlog, growing FCF. Risks: EUR175M convert, cash rebuild needed. Still far below past peaks despite progress. Upcoming CMD to showcase recovery & pipeline.

Read full article (1 min)