Professional
Added to YB: 2025-03-17
Pitch date: 2024-12-31
ORA.PA [bullish]
Orange S.A.
+97.72%
current return
Author Info
No bio for this author
Company Info
Orange S.A. operates as a telecommunications operator in France and internationally. It offers mobile services, such as voice, SMS, and data; and fixed broadband and narrowband services, as well as B2B fixed solutions and network services, including voice and data services.
Market Cap
EUR 41.5B
Pitch Price
EUR 9.17
Price Target
N/A
Dividend
4.80%
EV/EBITDA
6.13
P/E
38.30
EV/Sales
1.89
Sector
Diversified Telecommunication Services
Category
growth
Ariel Global Fund New Position: Orange S.A.
ORA.PA (new position): Leading Euro telecom w/ 300M customers in 26 countries. Strong in France & Spain, expanding in MEA. Positive subscriber trends & rational price hikes support LT revenue growth. France: gaining share on quality. Spain: merger synergies & fiber monetization. MEA: mobile data in underpenetrated areas. Post-fiber rollout: higher profits, FCF & shareholder returns expected.
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