Added to YB: 2026-03-03
Pitch date: 2026-03-01
FAU.F [neutral]
Forvia SE
-0.09%
current return
Author Info
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Company Info
Forvia SE, together with its subsidiaries, manufactures and sells automotive technology solutions in France, Germany, other European countries, other Europe, the Middle East, Africa, the Americas, Asia, and internationally.
Market Cap
EUR 2.4B
Pitch Price
EUR 11.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.99
P/E
-1.60
EV/Sales
0.48
Sector
Automobile Components
Category
turnaround
Forvia Revision
FRVIA (update): Post-Interiors sale (€1.4B EV, 8x EBIT) targeting deleveraging to 1.59x. 2025 margins beat +20bps via EU-FORWARD/Hella synergies; new Forvia EBIT margin 6% ex-Interiors. Electronics +12% sales, +140bps margin; Seating EBIT +7% despite China/EU weakness. PT raised to €3/share (+15%) on 6.5% 2029 EBIT margin target vs mgmt's 7%+. Clean Mobility (23% sales) undervalued as EV adoption slows. Risks: China OEM offshoring, Lighting overcapacity, restructuring execution.
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