Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
AVIO.MI [neutral]
Avio S.p.A.
-7.58%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
Avio S.p.A., through its subsidiaries, designs, develops, produces, and integrates space launchers in Italy and internationally.
Market Cap
EUR 1.0B
Pitch Price
EUR 37.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.02
P/E
201.88
EV/Sales
1.84
Sector
Aerospace and Defense
Category
growth
Arauca Capital Portfolio Holding: Avio S.p.A.
AVIO.MI (holding update): Europe's only solid rocket motor producer for space/defense, solving critical US DoD supply shortage (3-4K tons annually). H1 2025 rev +30% YOY, €1.7B backlog. Mgmt guides 10% rev growth, 15%+ EBITDA CAGR thru 2030. Defense mix rising from 20% to 50% by 2030. €400M raise for US facility.
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