Added to YB: 2026-09-24
Pitch date: 2026-09-21
DIE.BR [bullish]
D'Ieteren Group SA
-2.41%
current return
Author Info
No bio for this author
Company Info
D'Ieteren Group SA operates as an investment company in Belgium, France, rest of Europe, and internationally.
Market Cap
EUR 8.6B
Pitch Price
EUR 166.00
Price Target
200.00 (+24%)
Dividend
1.22%
EV/EBITDA
10.68
P/E
20.14
EV/Sales
1.38
Sector
Distributors
Category
special_situation
The Monday Morning Briefing - D'Ieteren Group SA
DIE.BR (update): D’Ieteren remains a hold, with its 50.3% Belron stake worth €226 per share at the October 2024 transaction price versus a €170 share price and an IPO now far more probable. A €35B Belron enterprise value implies a 44% NAV discount and upside toward €200, but a direct listing would leave the discount increasingly determined by the weaker remaining businesses and controlling shareholder Nicholas D’Ieteren.
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