Added to YB: 2025-04-28
Pitch date: 2025-04-24
ANTIN.PA [bullish]
Antin Infrastructure Partners S.A.
-18.3%
current return
Author Info
Asymmetric Ventures Portfolio is a CFA and investor looking for asymmetric investments in Europe and North America. Sign up for the newsletter.
Company Info
Antin Infrastructure Partners S.A. is a private equity firm specializing in infrastructure investments.
Market Cap
EUR 1.3B
Pitch Price
EUR 8.87
Price Target
13.14 (+81%)
Dividend
9.45%
EV/EBITDA
7.42
P/E
13.20
EV/Sales
3.82
Sector
Capital Markets
Category
value
Antin Infrastructure Partners: Why I’m Bullish on Antin—Even in a Tough Market
ANTIN.PA: Leading infrastructure PE firm trading at 10x earnings/7.3% dividend yield. Strong fundraising momentum w/ Fund V at €10.2B (+56% vs Fund IV). 2024-25 are transition years with extended investment periods amid slow M&A. Carried interest potential of €520M not reflected in price. Upside target €13.14 (+35%) as cycle normalizes.
Read full article (15 min)