Added to YB: 2024-09-12
Pitch date: 2024-09-11
ORS.MI [bullish]
Orsero S.p.A.
-0.16%
current return
Author Info
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Company Info
Orsero S.p.A. imports and distributes fruits and vegetables in Europe, Latin America, and Central America.
Market Cap
EUR 215.7M
Pitch Price
EUR 12.58
Price Target
26.40 (+110%)
Dividend
4.69%
Sector
Consumer Staples Distribution and Retail
Category
value
Orsero: A Leading Fresh Produce Distributor
ORS.MI: Fresh produce distributor, €225M cap. 8.6% CAGR since 2017. Strong 2023: €1.54B revenue (+28.8% YoY), FCF -€9M due to acquisitions. 2024 outlook: €1.55B rev, €20M FCF (9% yield). Vertical integration, global supplier network mitigate risks. DCF valuation: €26.40 PT (108% upside). Undervalued due to small-cap, low liquidity, sector.
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