Added to YB: 2026-09-01
Pitch date: 2026-08-30
VEON [bullish]
VEON Ltd.
+1.71%
current return
Author Info
No bio for this author
Company Info
VEON Ltd. provides telecommunications and digital services in Pakistan, Ukraine, Kazakhstan, Bangladesh, and Uzbekistan.
Market Cap
$4.2B
Pitch Price
$60.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.80
P/E
71.61
EV/Sales
1.63
Sector
Wireless Telecommunication Services
Category
growth
August Portfolio Update - VEON
VEON (hold): The business remains well positioned and is growing strongly, but only $42M of 2025's $2B in EBITDA reached shareholders as equity free cash flow. Forward economics look better when excluding growth capex and potentially Ukraine-war maintenance capex, although the current valuation already assumes improvement. Long-term value is expected to be substantially higher, but the position could be sold if the shares rerate or better opportunities emerge.
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