Added to YB: 2026-07-07
Pitch date: 2026-07-03
AVIO.MI [bullish]
Avio S.p.A.
+3.44%
current return
Author Info
No bio for this author
Company Info
Avio S.p.A. designs, develops, produces, and integrates space launchers in Italy and internationally.
Market Cap
EUR 1.5B
Pitch Price
EUR 32.29
Price Target
N/A
Dividend
0.46%
EV/EBITDA
30.76
P/E
95.74
EV/Sales
1.56
Sector
Aerospace and Defense
Category
growth
Avio: The Transatlantic Solid Rocket Motor Play
AVIO.MI: Italian solid rocket motor maker, dual-use space/defense play positioned as 'domestic' supplier in both EU & US. FY25 rev €542M (+23%), net income €11.6M (+82%), backlog €2.17B (+26%, ~4yr visibility). 2026 guide €560-590M rev. €559M net cash post €400M raise for US expansion. Catalysts: €22.3B ESA budget (+31%), >€600M EU contracts pending 2026-27, $500M Virginia SRM plant filling Northrop supply gap, $65M US Army deal, LMT/RTX MOUs, MBDA orders. Risks: rich trailing valuation, Virginia execution, contract timing.
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