Added to YB: 2026-10-09
Pitch date: 2026-10-06
SU.PA [neutral]
Schneider Electric S.E.
-0.02%
current return
Author Info
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Company Info
Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide.
Market Cap
EUR 149.5B
Pitch Price
EUR 258.05
Price Target
N/A
Dividend
1.58%
EV/EBITDA
18.65
P/E
31.92
EV/Sales
3.95
Sector
Electrical Equipment
Category
special_situation
Schneider Electric (SU France): Filling the software gap
SU.PA (update): Schneider Electric’s $23.7bn acquisition of PTC fills a software gap in discrete manufacturing and could shift the group toward higher-margin, recurring revenue. The $205-per-share cash offer carries a 43% premium and targets €1.05bn of combined synergies, but requires €16-17bn of new debt and a €5-6bn equity raise. Execution depends heavily on realizing €800m of revenue synergies, while AI disruption presents an additional risk.
Read full article (2 min)