Added to YB: 2026-07-03
Pitch date: 2026-07-01
LDB.MI [neutral]
Lindbergh S.p.A.
+0.35%
current return
Author Info
No bio for this author
Company Info
Lindbergh S.p.A., together with its subsidiaries, provides logistics services in Italy and France. The company offers logistics services for networks of field maintenance technicians, including night distribution of spare parts, special waste and returns management, spare parts stock management, tools management and testing, and onsite services, as well as tools management and testing, PPE, and consumables services.
Market Cap
EUR 140.6M
Pitch Price
EUR 14.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.87
P/E
54.53
EV/Sales
4.46
Sector
Ground Transportation
Category
growth
Value Hunt | H1 26 - Stay Humble or Die - Lindbergh S.p.A.
LDB.MI (holding update): Italian HVAC microcap roll-up, founder-led, +30% growth, biggest portfolio winner (~16.5%) from €3.47 entry. Tailwind from EU heat waves driving installs + lucrative multi-year maintenance contracts. Not cheap; needs 1-2 more M&A deals to justify valuation. Risk: cyclical new-build exposure.
Read full article (1 min)