Added to YB: 2026-07-31
Pitch date: 2026-07-28
FUPBY [bullish]
Fuchs SE
+0.43%
current return
Author Info
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Company Info
Fuchs SE, together with its subsidiaries, develops, produces, and distributes specialty lubricants and functional fluids in Europe, the Middle East, Africa, the Asia Pacific, and North and South America.
Market Cap
EUR 5.0B
Pitch Price
EUR 35.00
Price Target
N/A
Dividend
2.97%
EV/EBITDA
8.61
P/E
N/A
EV/Sales
1.34
Sector
Chemicals
Category
growth
Quick Updates: Fuchs SE (Buy)
FUPBY (new position): Re-entered 2% position at €33.50 (sold €31.50 last yr). Q2 2026 'blow out': EBIT +35%, raised FY guidance (called conservative). Driven by Mid-East conflict pre-buying, competitor supply issues (Qatar base oil refinery hit by Iran ~1yr repairs). Muted mkt reaction as seen as one-time, but Gulf supply disruption may drive structural shift to independent players. Iran risk remains.
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