Added to YB: 2026-07-10
Pitch date: 2026-07-08
IRS [neutral]
IRSA Inversiones y Representaciones Sociedad Anónima
-2.14%
current return
Author Info
Company Info
IRSA Inversiones y Representaciones Sociedad Anónima, together with its subsidiaries, engages in the diversified real estate activities in Argentina.
Market Cap
ARS 1.9T
Pitch Price
ARS 15.40
Price Target
N/A
Dividend
9.29%
EV/EBITDA
11.66
P/E
5.16
EV/Sales
5.57
Sector
Real Estate Management and Development
Category
value
Companies I’m invested in – July 2026 - Irsa
IRS (holding update): Argentine high-quality RE conglomerate; 18 malls, offices, 3 hotels. ~$150-200M normalized EBIT, low CapEx royalty model. $1.3B mkt cap ~book value, assets conservatively priced. ~15% EBIT yield. Stabilized balance sheet, 10-20% div, now pivoting to residential dev on premium land. Never defaulted 30+ yrs. Risk: Argentina binary macro, base portfolio only grows GDP+.
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