Derichebourg

Derichebourg reported an H1 revenue increase of 7.8% to €1.83 billion and an adjusted EBITDA of just under €178 million (+9.7%); operating profit rose 22.3% to €98 million. The company has raised its EBITDA guidance for the fiscal year to €350–370 million (previously €320–350 million). It also announced the acquisition of Scholz Recycling Group; the stock climbed to its highest level since 2022 and is trading for 2027 at a P/E of around 10. » Más en deraktionaer.de

Derichebourg is acquiring the Scholz Recycling Group to significantly expand its metal recycling business in Europe. The purchase covers roughly 3,500 employees across more than 180 sites and, the company says, will create a “European heavyweight in the circular economy for steel and metal scrap.” The transaction is part of Derichebourg’s international expansion strategy and is described as an attractive market opportunity. » Más en deraktionaer.de

Derichebourg intends to acquire the Scholz Recycling Group; the purchase price was not disclosed and completion is expected in the second half of 2026. Scholz most recently employed around 3,500 people at over 180 locations and has a strong market position in Europe. The transaction will be financed with cash and a bridge loan from BNP Paribas, and Derichebourg intends to keep its leverage ratio below regulatory limits. The acquisition is expected to improve earnings per share in the medium term and triggered roughly a three percent rise in its share price. » Más en deraktionaer.de

Derichebourg’s shares extended their rally and reached a new multi-year high after TP ICAP upgraded the stock from "Hold" to "Buy"; TP ICAP raised the price target to €10.50. Analyst Julien Thomas sees further upside potential from improved profitability. For fiscal 2026 markets expect €3.54bn in revenue and €0.86 earnings per share (P/S 0.6, P/E 11); for 2027 analysts forecast €3.72bn in revenue and €1.00 earnings per share (P/E 9). » Más en deraktionaer.de

Derichebourg reports a revenue decline to €3.3 billion for fiscal year 2024/25, but achieved EBITDA of nearly €320 million, above the forecast range of €300–310 million that was cut at the end of September. The EBITDA margin rose from 9.2% to 9.6%, and net profit climbed 63% to €122 million. The company proposes a dividend of €0.13 and sees improved medium- to long-term prospects as well as further positive earnings contributions from the Elior group. » Más en deraktionaer.de