Added to YB: 2026-07-23
Pitch date: 2026-05-19
SEM.VI [bullish]
Semperit Aktiengesellschaft Holding
+0.67%
current return
Author Info
No bio for this author
Company Info
Semperit Aktiengesellschaft Holding develops, produces, and sells rubber and polymer products in Europe, America, Asia-Pacific, and Africa.
Market Cap
EUR 302.4M
Pitch Price
EUR 15.00
Price Target
26.10 (+73%)
Dividend
N/A
EV/EBITDA
4.69
P/E
18.33
EV/Sales
0.65
Sector
Machinery
Category
special_situation
Semperit Aktiengesellschaft Holding - $SEM.VI
SEM.VI: Austrian squeeze-out special situation. B&C (58%) offered €15/share vs ~€26 SOTP/€27 DCF/€20-21 book. Board neutral, de Krassny (10% blocking stake) calls it 'too low.' Trades 5.1x NTM EBITDA vs peers 12-13x post-2023 RICO pivot. Base case ~44% IRR/2.0x MoM; appraisal uplift avg ~78%, 10.7% statutory interest floors returns.
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