Added to YB: 2026-08-06
Pitch date: 2026-07-31
FPE.F [neutral]
Fuchs SE
+2.59%
current return
Author Info
No bio for this author
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 34.75
Price Target
N/A
Dividend
3.00%
EV/EBITDA
8.40
P/E
15.78
EV/Sales
1.32
Sector
Chemicals
Category
value
Theodosian Capital | Stocks Update 31/7/2026 - FPE – H1 results as guided
FPE.F (update): H1 in line w/ prior guide (rev €2,003m, EBIT €260m); reaffirmed FY EBIT €460-480m. 32% Saudi JV plant fire but only ~1.5% of EBIT, manageable. Becoming Germany's 1st dividend aristocrat (25yr streak). Mispriced ~12x 2028 EPS, €516m net cash vs €4.9bn cap, 4.0% yield.
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