Added to YB: 2026-03-17
Pitch date: 2026-03-13
VIV.PA [neutral]
Vivendi SE
-20.62%
current return
Author Info
No bio for this author
Company Info
Vivendi SE operates in the content, media, and entertainment industries in Europe, North America, Asia Pacific, Latin America, the Middle East, and Africa.
Market Cap
EUR 1.5B
Pitch Price
EUR 1.92
Price Target
N/A
Dividend
2.68%
EV/EBITDA
39.24
P/E
93.02
EV/Sales
10.27
Sector
Entertainment
Category
special_situation
Vivendi's 2026: four deadlines and a wedding?
VIV.PA (update): 2025 results show TIM exit completed at €0.38/sh (vs €1.07 avg cost), additional Banijay sales ~€10/sh. Net debt cut >€1bn to ~€1bn via asset sales; structured €1.35bn margin loan expires Sept'26. UMG marked at €23.83/sh (mgmt sees recent weakness as temporary), portfolio unchanged YTD. Trading 50% discount to NAV. Key catalysts: CIAM appeals hearing 22-May, 4 deadlines in 2026 (M4E standstill July, Tencent concert Sept, debt extension Sept, mandatory bid threshold July). Bolloré at ~29.9%, nearing 30% via share cancellations; potential takeover bid at ~€2.37 VWAP if crosses threshold.
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