Added to YB: 2026-06-30
Pitch date: 2026-06-27
ALLEX.PA [neutral]
Lexibook - Linguistic Electronic System Société anonyme
Author Info
No bio for this author
Company Info
Lexibook - Linguistic Electronic System Société anonyme designs and markets electronic leisure products for children in France.
Market Cap
EUR 61.8M
Pitch Price
EUR 7.96
Price Target
30.98 (+289%)
Dividend
N/A
EV/EBITDA
6.72
P/E
9.01
EV/Sales
0.81
Sector
Household Durables
Category
special_situation
LEXIBOOK: Acquisition of the Moneta block followed by a takeover bid project in June 2026
ALLEX.PA (overview): Doodle's €8.00 squeeze-out bid (raising stake to 91.4%, seeking mandatory delisting) deeply undervalues Lexibook. Capex-light toy/electronics niche leader: Amazon B2C drove 10x sales since 2020, 60% gross margin, ~40% adj net margin, top-decile Euronext ROIC, US expansion runway. DCF=€30+/share vs €8. Risk: management misaligned, opaque reporting. AMF/expert may block.
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