Added to YB: 2025-11-21
Pitch date: 2025-11-19
NK.PA [bullish]
Imerys S.A.
+3.91%
current return
Author Info
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Company Info
Imerys S.A. engages in the supply of specialty minerals for various industries across Europe, the Middle East, Africa, Asia Pacific, and America.
Market Cap
EUR 1.9B
Pitch Price
EUR 23.00
Price Target
N/A
Dividend
6.35%
EV/EBITDA
6.15
P/E
N/A
EV/Sales
0.99
Sector
Construction Materials
Category
N/A
Show full summary:
The French Portfolio: Ten Enduring Structures for the Pragmatist Compounder - Imerys
NK.PA: Mines essential industrial minerals (calcium carbonate, ceramics, refractories) for pharma, electronics, steel - €3.8B revenue. Non-substitutable inputs make business recession-resistant. Steady €155-160M annual FCF, conservative debt provides acquisition flexibility.
Read full article (1 min)