Added to YB: 2025-12-10
Pitch date: 2025-12-08
BFSA.DE [bullish]
Befesa S.A.
+3.74%
current return
Author Info
No bio for this author
Company Info
Befesa S.A. offers environmental recycling services to the steel and aluminum industries in the European, Asian, and North American markets.
Market Cap
EUR 1.1B
Pitch Price
EUR 27.82
Price Target
N/A
Dividend
2.30%
EV/EBITDA
7.60
P/E
12.77
EV/Sales
1.43
Sector
Commercial Services and Supplies
Category
growth
BEFESA: how does it profits from solving some of the world's toughest industrial waste problem
BFSA.DE: Leading global steel dust recycler with 1.9M tonnes capacity & European salt slag leader. Strong moat from permitting barriers (3-5yr approval), proximity to mills, sticky long-term contracts. €240-265M 2025 EBITDA guidance (+20-25M from zinc hedging). Growth from Palmerton expansion, Bernburg project. Risk: commodity price exposure despite hedging.
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