Added to YB: 2026-03-24
Pitch date: 2026-03-20
FPE.F [neutral]
Fuchs SE
+5.6%
current return
Author Info
No bio for this author
Company Info
Fuchs SE, together with its subsidiaries, develops, produces, and distributes specialty lubricants and functional fluids in Europe, the Middle East, Africa, the Asia Pacific, and North and South America.
Market Cap
EUR 4.0B
Pitch Price
EUR 27.70
Price Target
N/A
Dividend
3.77%
EV/EBITDA
7.09
P/E
13.97
EV/Sales
1.08
Sector
Chemicals
Category
value
Theodosian Capital | Stocks Update 20/3/2026 - FPE – Solid results
FPE.F (update): German chemicals group posted FY25 rev €3,563M (+1% YoY, LFL +2%), EBIT €435M, FCF €316M (beat €260M guide on WC reduction). EPS €2.34 (+2% YoY). Net cash €151M vs €41M prior year. DPS +5% to €1.23 (24th consecutive increase, nearing aristocrat status). FY26 guide: rev ~€3,700M, EBIT ~€450M, FCF ~€270M. Trades 10.7x 2027E earnings, 4.7% yield. Risks: Middle East disruptions, base oil supply, tariff uncertainty.
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