Added to YB: 2026-09-15
Pitch date: 2026-09-12
DIE.BR [bullish]
D'Ieteren Group SA
-0.36%
current return
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the newsletter.
Company Info
D'Ieteren Group SA operates as an investment company in Belgium, France, rest of Europe, and internationally.
Market Cap
EUR 8.9B
Pitch Price
EUR 168.60
Price Target
304.35 (+79%)
Dividend
1.17%
EV/EBITDA
10.99
P/E
20.88
EV/Sales
1.42
Sector
Distributors
Category
special_situation
D'Ieteren Group SA - $DIE.BR
DIE.BR (hold): D’Ieteren remains a hold as a potential Belron IPO could expose value: at an assumed €35bn enterprise value, the shares would trade at a 44% NAV discount and could reach ~€200 from €170, versus a €304.35 price target. Belron keeps compounding, but the assessed value of non-Belron assets has fallen ~25%, shifting the case toward the family’s questionable capital-allocation record and whether the holding-company discount can narrow.
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