Added to YB: 2026-03-24
Pitch date: 2026-03-19
EGLA.MI [neutral]
EuroGroup Laminations S.p.A.
-2.54%
current return
Author Info
No bio for this author
Company Info
EuroGroup Laminations S.p.A., together with its subsidiaries, engages in the design, production, and distribution of motor cores for electric motors and generators in Italy, rest of Europe, the Middle East, Africa, Mexico, the United States, rest of North America, China, India, and rest of Asia.
Market Cap
EUR 186.9M
Pitch Price
EUR 1.14
Price Target
1.27 (+14%)
Dividend
3.66%
EV/EBITDA
5.72
P/E
11.70
EV/Sales
0.63
Sector
Electrical Equipment
Category
value
The European Deep Value Week – 2026/11 | EuroGroup Laminations – Intesa Reinstates Coverage After FountainVest Deal Collapse
EGLA.MI (update): Intesa reinstates w/ Neutral, €1.27 PT after FountainVest deal fell through. FY25 rev €813M (-6.5% YoY), EBITDA €84M (10.3% margin) on e-mobility weakness vs industrial resilience. NA EV market resizing, BEV tax credit cuts, US tariffs on Mexico components, EU electrical steel tariffs weigh. FY26 est €721M rev, €76M EBITDA—decline driven by e-mobility/NA. Positives: solid inventory mgmt, lower capex post-cycle, +FCF despite headwinds. Stock de-rating already reflects weak outlook.
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