AlphaValue Corporate Services

AlphaValue Corporate Services capitalise on the research and credit analysis expertise deployed by AlphaValue with major institutional investors at European level over the past nine years. The proprietary tools and processes enabling AlphaValue Corporate Services to establish a valuation and/or a credit risk assessment are identical to those used by AlphaValue to the benefit of its institutional clients. The only difference is the recognition that a company evaluation cannot be dissociated from the fact that the latter is paying for the service (AlphaValue Corporate Services), as opposed to the investor footing the bill (AlphaValue). AlphaValue’s research tools are characterised by the transparency of the valuation methodologies, their responsiveness to market data and by nine years’ experience of a universe numbering more than 450 European companies. Through its coverage and sector exhaustiveness, AlphaValue ranks alongside the major research houses in Europe and constitutes the only new entrant to the European space in the past decade. This significant presence is reflected in an unrivalled distribution capability via platforms commonly adopted by investors to access research: Factset, Bloomberg, Capital IQ and the numerous websites. AlphaValue is one the largest research contributors to these platforms, to the benefit of AlphaValue Corporate Services issuer clients.  The AlphaValue Corporate Services analysts are AlphaValue’s sector specialists. Their robust knowledge of the business models in their sectors enables the rapid generation of incisive, relevant research and advantageous interaction with the management teams.

Christian Auzanneau
  • Christian Auzanneau

Data centers: strategic partnership with Vantage

Data centers: strategic partnership with Vantage EARNINGS/SALES RELEASES Altarea, in conjunction with its FY 25 financial results, announced a partnership with Vantage Data Centers (9GW) to develop hyperscale data centers dedicated to AI /cloud in France. This includes an initial 400MW unit in Bordeaux, for which Altarea has already secured the electrical connection. This will be Vantage’s first facility in France. This initiative aligns with Altarea’s strategy in the data computing and hostin...

Egor Sonin
  • Egor Sonin

FY 2025: Higher EBITDA and expanding net cash

FY 2025: Higher EBITDA and expanding net cash EARNINGS WRAP-UP FY 2025 reinforces Cementir’s profile as a high-margin, cash-generative cement platform with a strong balance sheet and a credible decarbonisation pathway. The investment narrative is helped by three elements. FX masked underlying stability, recurring EBITDA still progressed despite operational one-offs and currency drag, and net cash expanded materially. The 2026–2028 plan adds visibility around cash build and capital intensity, w...

Alexandre DESPREZ
  • Alexandre DESPREZ

EPS cut (2025: from € -0.06 to -0.09, 2026: from € 0.02 to 0.00) (Dron...

EPS CHANGE CHANGE IN EPS 2025 : € (0.09) vs (0.06) ns 2026 : € 0.00 vs 0.02 -85.9% We have updated our figures to include the trading update released yesterday evening, which has led us to review our sales and gross margin projections for 2025 and 2026. For 2025, we now forecast €8.8m in sales compared to €10.7m previously, and €3.6m in gross profits compared to €5.4m previously. For 2026, we now forecast a higher growth rate for the high-margin division Drone Volt Factory (150% to €6.7m comp...

Alexandre DESPREZ
  • Alexandre DESPREZ

A FY25 transitional year with a sense of incompleteness

A FY25 transitional year with a sense of incompleteness EARNINGS/SALES RELEASES Drone Volt unveiled a mixed FY25 trading update with disappointing financials for FY25 but a promising outlook for FY26. Another year of growth is expected in its high-margin activities, which should help reach the missed positive EBITDA objective in 2025, albeit with a delay. Drone Volt is still considering a NASDAQ listing for 2026, which could help lift its valuation and raise its reputation in the important Nor...

Jie Zhang
  • Jie Zhang

Blue blooded silverware

Blue blooded silverware LATEST Odiot’s only business, über-luxury tableware, is only constrained by its manufacturing capacity. Odiot’s reputation span more than 3 centuries with its IP encapsulated in thousands of design and matching matrices. It is now looking for growth through manufacturing upgrades and brand investment. FACT Odiot SAS has from 2025 been the only asset of its parent company Odiot SA, née Well SA. The new owner and executive has restructured Odiot’s balance sheet and ini...

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