Added to YB: 2025-06-19
Pitch date: 2025-06-16
GTT.PA [bullish]
Gaztransport & Technigaz SA
+1.59%
current return
Author Info
No bio for this author
Company Info
Gaztransport & Technigaz SA, a technology and engineering company, provides cryogenic membrane containment systems for the maritime transportation and storage of liquefied gas and liquefied natural gas (LNG) in South Korea, China, Russia, and internationally.
Market Cap
EUR 6.1B
Pitch Price
EUR 163.40
Price Target
N/A
Dividend
4.63%
Sector
Oil, Gas and Consumable Fuels
Category
growth
GTT: the French energy gem?
GTT.PA: Dominant LNG tech provider (95% of carriers) with 16.2% annual return over 10yrs. €591M royalties (92% of rev) at 50%+ margins. Record orderbook (292 LNG carriers, 26 other vessels) secures revenue to 2030. LNG demand growing 4% annually. Restructured Elogen (hydrogen) & acquired Danelec. 62% op margin target within 2yrs despite Danelec's 17% dilution.
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