Added to YB: 2026-07-30
Pitch date: 2026-07-28
BEN.PA [bullish]
Bénéteau S.A.
-0.5%
current return
Author Info
No bio for this author
Company Info
Bénéteau S.A. designs, produce, and sells recreational boats in France, rest of Europe, North America, South America, Asia, and internationally.
Market Cap
EUR 475.9M
Pitch Price
EUR 5.95
Price Target
N/A
Dividend
3.37%
EV/EBITDA
11.83
P/E
-11.12
EV/Sales
0.65
Sector
Leisure Products
Category
turnaround
Bénéteau: The Recovery Is Already Here
BEN.PA: French boatmaker down 27% YTD to €5.99; H1 guidance cut from 'significant growth' to 'growth' on Mideast conflict. Order book decelerated (10%→flat), dealers cut ~€40m inventory while consumer sales +14%. Catalyst: 24 new models 2026/27 (Cannes Sept). Restocking torque play. <0.7x EV/sales, net cash ~½ mkt cap. Reaccel not priced in.
Read full article (1 min)