Added to YB: 2026-05-28
Pitch date: 2026-05-26
ALICA.PA [bullish]
Icape Holding S.A.
Author Info
No bio for this author
Company Info
Icape Holding S.A. engages in the manufacture, distribution, and sale of printed circuit boards (PCBs) and customized technical parts worldwide.
Market Cap
EUR 54.8M
Pitch Price
N/A
Price Target
8.80
Dividend
1.30%
EV/EBITDA
7.77
P/E
15.78
EV/Sales
0.45
Sector
Electronic Equipment, Instruments and Components
Category
growth
ICAPE Group ($ALICA.PA)
ALICA.PA: French PCB distributor, €50M mkt cap on €200M rev, 8x fwd P/E. AI-driven PCB pricing surge (Nvidia Rubin rack PCB content +233% to $117K). €59M backlog up sharply. M&A roll-up added €90M of €120M 2026 target. Risks: 200% debt/equity, 1-2% margins, FX headwinds, Kepler Hold. Analyst PT €8.80. Swing trade on re-rating potential to 12-14x.
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