Added to YB: 2024-05-27
Pitch date: 2024-05-26
LOG.MC [bullish]
Logista Integral, S.A.
+15.54%
current return
Author Info
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Company Info
Logista Integral, S.A., through its subsidiaries, operates as a distributor and logistics operator in Spain, France, Italy, Portugal, and Poland.
Market Cap
EUR 3.9B
Pitch Price
EUR 24.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.17
P/E
N/A
EV/Sales
0.10
Sector
Air Freight and Logistics
Category
growth
Logista: Steady as She Goes
LOG.MC: Logista steadily grows through diversifying M&A (50%+ sales ex-tobacco) while maintaining strong tobacco biz. Q2 rev +3%, H1 +5%, TTM +6% on expansion & pricing despite headwinds. Acquired Speedlink (healthcare distribution), leveraging licenses to scale in Europe. Tobacco shines in Iberia & Italy (vol -1%/+2%) vs France declines; next-gen products & inventory profits support margins. Pharma small but strategic. Stable long-term outlook intact.
Read full article (5 min)