Added to YB: 2026-08-06
Pitch date: 2026-07-31
EL.PA [neutral]
EssilorLuxottica Société anonyme
+4.1%
current return
Author Info
No bio for this author
Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 78.4B
Pitch Price
EUR 164.70
Price Target
N/A
Dividend
2.35%
EV/EBITDA
13.46
P/E
31.86
EV/Sales
3.16
Sector
Health Care Equipment and Supplies
Category
growth
Theodosian Capital | Stocks Update 31/7/2026 - EL – Margins compensate for revenue miss
EL.PA (earnings): H1 rev €14.8bn, +9.7% CER (+5.7% AER) but below consensus; op profit €2.8bn vs €2.5bn, adj margin +80bps CER. Net debt €13.4bn (2.0x EBITDA). Store count 19,686 (Thai deal); Asia €1.9bn rev = LT upside. AI glasses 2x'd, margin expansion counters dilution fears. 18.1x 2028E, 3.1% yield.
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