Added to YB: 2026-02-17
Pitch date: 2026-02-13
EL.PA [neutral]
EssilorLuxottica Société anonyme
-9.41%
current return
Author Info
No bio for this author
Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, and sunglasses in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 119.6B
Pitch Price
EUR 257.20
Price Target
N/A
Dividend
1.55%
EV/EBITDA
19.92
P/E
51.87
EV/Sales
4.60
Sector
Health Care Equipment and Supplies
Category
growth
Theodosian Capital | Stocks Update 13/2/2026 - EL – Growth, clearly
EL.PA (update): FY25 rev €28.5bn, +11.2% (Q4 +18.4%); op margin 16.0% (-70bps on tariffs/mix). €2.8bn FCF (record, +€400m YOY). 7M+ AI glasses sold. Net debt €10.9bn vs €11.0bn. €4 div (+1%). Mgmt guides solid rev/op profit growth. 29.5x 2027 EPS. Consensus: adj EPS €7.67 ('26) to €11.75 ('29); net debt to €1.25bn by '29.
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