Added to YB: 2026-10-02
Pitch date: 2026-09-22
VU.PA [neutral]
Vusion S.A.
-9.4%
current return
Author Info
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Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in France, rest of Europe, the Middle East, Africa, Asia, and the Americas.
Market Cap
EUR 2.1B
Pitch Price
EUR 133.00
Price Target
N/A
Dividend
0.70%
EV/EBITDA
9.29
P/E
8.51
EV/Sales
1.15
Sector
Electronic Equipment, Instruments and Components
Category
growth
Vusion (VU FP): Orders to accelerate
VU.PA (update): Vusion’s H1 2026 showed the margin potential from its changing mix: adjusted EBITDA rose 48% to €160m on €839m of adjusted revenue, with margin up 240bp to 19.1%, while VAS revenue grew 39%. Guidance was retained, but orders fell 22%; exceeding 2025 order intake requires substantial H2 acceleration. With no major Q3 contract announced, Q4 is particularly important, and converting a meaningful portion of the €1bn-plus H2 pipeline would replenish backlog for 2027.
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