Added to YB: 2025-04-28
Pitch date: 2025-04-24
ANTIN.PA [bullish]
Antin Infrastructure Partners SAS
+22.91%
current return
Author Info
Asymmetric Ventures Portfolio is a CFA and investor looking for asymmetric investments in Europe and North America. Sign up for the newsletter.
Company Info
Antin Infrastructure Partners SAS is a private equity firm specializing in infrastructure investments.
Market Cap
EUR 2.1B
Pitch Price
EUR 9.52
Price Target
13.14 (+12%)
Dividend
6.12%
EV/EBITDA
10.08
P/E
16.81
EV/Sales
5.57
Sector
Capital Markets
Category
value
Antin Infrastructure Partners: Why I’m Bullish on Antin—Even in a Tough Market
ANTIN.PA: Leading infrastructure PE firm trading at 10x earnings/7.3% dividend yield. Strong fundraising momentum w/ Fund V at €10.2B (+56% vs Fund IV). 2024-25 are transition years with extended investment periods amid slow M&A. Carried interest potential of €520M not reflected in price. Upside target €13.14 (+35%) as cycle normalizes.
Read full article (15 min)