Added to YB: 2026-10-16
Pitch date: 2026-10-14
SL.MI [bullish]
Sanlorenzo S.p.A.
+0.62%
current return
Author Info
No bio for this author
Company Info
Sanlorenzo S.p.A. designs, builds, and sells boats and pleasure boats in Italy, rest of Europe, the Asia-Pacific, the United States, the Middle East, and internationally.
Market Cap
EUR 1.2B
Pitch Price
EUR 35.22
Price Target
N/A
Dividend
3.01%
EV/EBITDA
7.07
P/E
11.30
EV/Sales
1.14
Sector
Leisure Products
Category
growth
Luxury, Scarcity, and Desire - Sanlorenzo S.p.A.
SL.MI (overview): Sanlorenzo’s physical production scarcity supports durable demand and resale values: H1 2026 gross backlog was €1.50B, 89% sold to end clients, with the 2026 backlog covering 83% of the revenue-guidance midpoint. Repeat buyers return every 3.5 years on average; 75% move to larger yachts and spend over 70% more. The unresolved risk is whether capacity can expand without undermining the scarcity that supports each yacht’s value.
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