Added to YB: 2026-04-22
Pitch date: 2026-04-17
FUPBY [neutral]
Fuchs SE
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 4.6B
Pitch Price
EUR 31.60
Price Target
N/A
Dividend
3.18%
EV/EBITDA
8.23
P/E
16.54
EV/Sales
1.25
Sector
Chemicals
Category
dividend
Theodosian Capital | Stocks Update 17/4/2026 - FPE – Strategy update
FPE (update): CMD targets €4-4.5B rev, €550-600M EBIT (13-15% margin), 80% cash conversion by 2031 vs 2025 €3.56B rev, €435M EBIT. Undemanding goals given M&A track record. On track to become Germany's 1st dividend aristocrat 2027 (25yr DPS streak). Trades 12.1x 2027E EPS, 4.2% yield, net cash balance sheet.
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