Added to YB: 2026-08-20
Pitch date: 2026-08-18
MBB.DE [neutral]
MBB SE
-1.12%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
MBB SE, together with its subsidiaries, engages in the acquisition and management of medium-sized companies in Germany and internationally.
Market Cap
EUR 935.0M
Pitch Price
EUR 177.80
Price Target
N/A
Dividend
0.68%
EV/EBITDA
2.59
P/E
15.69
EV/Sales
0.54
Sector
Industrial Conglomerates
Category
special_situation
MBB (MBB Germany): Infrastructure drives another sharp step-up in profitability
MBB.DE (update): H1 rev -1.7% to €536m but adj EBITDA +53% to €117m, margin 14.1%→21.8%. Q2 margin >25%. Service & Infrastructure (Friedrich Vorwerk, DTS) drives most EBITDA (+61%); Tech Applications weak (-24% rev). Selling low-margin CT Formpolster (-€3-5m H2 deconsolidation). More focused, higher-margin group; FY26 guidance intact.
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