Added to YB: 2026-10-07
Pitch date: 2026-10-01
ANTIN.PA [bullish]
Antin Infrastructure Partners S.A.
+1.83%
current return
Author Info
No bio for this author
Company Info
Antin Infrastructure Partners S.A. is a private equity firm specializing in infrastructure investments.
Market Cap
EUR 1.3B
Pitch Price
EUR 7.12
Price Target
9.40 (+30%)
Dividend
9.45%
EV/EBITDA
7.42
P/E
13.20
EV/Sales
3.82
Sector
Capital Markets
Category
dividend
Antin IP 1H 2026 Review
ANTIN.PA (earnings): Antin disappointed again as Mid Cap II activation slipped from Q2 to Q4 2026, while slow Flagship deployment and distributions put future fundraising at risk. A conservative case assumes a 2028 Flagship VI launch with a target fund size of €8-10bn and implies a €9.4 share price; the confirmed €0.70 dividend yields 9-10%. Holding offers recovery potential, but a worse case could produce losses and threaten the dividend.
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