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1. Company Snapshot

1.a. Company Description

Sofina Société Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments.Within direct investments, it specializes in growth capital, early, startup, later stages, mature, emerging growth, mid venture, late venture, industry consolidation, and LBO investments.The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services worldwide.


It also invests in the media, communications, insurance, property development sectors.The firm typically invests in European based companies with a global exposure, and it also has a particular focus on companies based in Western Europe and Asia such as in India, China and South East Asia and also in the United States.It invests between €75 million ($84.81 million) and €300 million ($339.2 million) in companies with an enterprise value between €250 million ($282.7 million) and €4500 million ($5088.41 million) in minority investments, and €15 million ($16.96 million) and €50 million ($56.54 million) in companies operating in emerging markets or fast growing sectors.


It invests in privately owned and listed companies.It invests in private companies to support growth, finance acquisitions, give liquidity to existing shareholders/families, support sales processes, and make minority investment alongside shareholders controlling shareholders and in listed companies for replacement of existing shareholder, long term support of controlling shareholders, and delisting.Within fund of funds, the firm focuses on private equity, venture capital and growth equity funds, and selected relationships in buyout and special situations.


It also manages funds in the fields of private equity and hedge funds.It typically invests in the US, Europe and Asia, and also concentrates on emerging markets.The firm makes between €10 million ($11.31 million) and €40 million ($45.23 million) commitments in funds.


The firm prefers to hold a minority ownership equity in its portfolio companies and also seeks board seat.The firm also prefers majority stake and co-invests.It typically holds its investments for ten to twelve years.


Sofina Société Anonyme was founded in 1980 and is based in Brussels, Belgium with additional offices in Luxembourg and Singapore.

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1.b. Last Insights on SOF

Sofina Société Anonyme's recent performance was bolstered by strategic acquisitions and investments. The company's acquisition of Exceldor, a poultry cooperative, is expected to strengthen its nationwide footprint and accelerate the growth of prominent brands such as Butterball, Lacroix, and Granny's. Furthermore, the digital investment platform Scalable Capital, in which Sofina has a stake, secured $175 million in funding, raising its total investment to over $535 million. This influx of capital will likely enhance Scalable Capital's capabilities and expand its reach in the digital investment space.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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How Investors Are Reacting To Sofina (ENXTBR:SOF) Swing From €551M Profit To €394M Loss

Sep -17

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Société Foncière Lyonnaise (ENXTPA:FLY): Assessing Valuation After a Year of Solid Share Price Gains

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.03%)

6. Segments

Sofina Private Funds

Expected Growth: 5.5%

Growing demand for tailored investment solutions among high net worth individuals, families, and institutions drives growth. Increasing wealth creation, desire for diversification, and need for personalized investment strategies fuel demand for Sofina Private Funds' services.

Sofina Direct

Expected Growth: 10.5%

Sofina Direct's long-term investment approach and focus on private companies will drive growth, fueled by increasing demand for alternative investments and the need for diversification in portfolios.

Reconciling Items

Expected Growth: 5.2%

The reconciling items market is driven by the increasing need for financial transparency and accuracy, coupled with the growing adoption of digital accounting solutions. As companies like Sofina Société Anonyme prioritize financial reconciliation, the demand for efficient reconciling items processes is expected to rise, driving market growth.

7. Detailed Products

Pork Meat Products

Sofina offers a wide range of pork meat products, including fresh pork, processed meats, and value-added products.

Beef Meat Products

Sofina provides high-quality beef meat products, including fresh beef, processed meats, and value-added products.

Poultry Meat Products

Sofina offers a range of poultry meat products, including fresh chicken, turkey, and duck, as well as processed and value-added products.

Meat Alternatives

Sofina provides a range of meat alternative products, including plant-based meat substitutes and vegetarian options.

Value-Added Products

Sofina offers a range of value-added products, including marinated meats, seasoned meats, and ready-to-cook products.

8. Sofina Société Anonyme's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Sofina Société Anonyme is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers is low, as Sofina Société Anonyme has a strong brand image and customers are loyal to the brand.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate, as Sofina Société Anonyme has a diverse supplier base, but some suppliers have a higher bargaining power due to their size and importance.

Threat Of New Entrants

The threat of new entrants is high, as the market is attractive and there are low barriers to entry, making it easy for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high, as there are many competitors in the market, and they are all competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 7.14%
Debt Cost 3.95%
Equity Weight 92.86%
Equity Cost 9.12%
WACC 8.75%
Leverage 7.69%

11. Quality Control: Sofina Société Anonyme passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Rathbones

A-Score: 6.3/10

Value: 6.5

Growth: 4.3

Quality: 7.2

Yield: 7.5

Momentum: 4.0

Volatility: 8.0

1-Year Total Return ->

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Stock-Card
Sofina

A-Score: 5.2/10

Value: 3.1

Growth: 5.6

Quality: 7.9

Yield: 2.5

Momentum: 5.0

Volatility: 7.0

1-Year Total Return ->

View Full Report
Stock-Card
Hargreaves Lansdown

A-Score: 5.1/10

Value: 3.3

Growth: 5.1

Quality: 9.4

Yield: 1.9

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
Latour

A-Score: 4.6/10

Value: 1.4

Growth: 7.3

Quality: 6.4

Yield: 3.1

Momentum: 1.5

Volatility: 8.0

1-Year Total Return ->

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Stock-Card
Burford Capital

A-Score: 4.1/10

Value: 4.1

Growth: 8.1

Quality: 5.9

Yield: 1.9

Momentum: 2.5

Volatility: 2.0

1-Year Total Return ->

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Stock-Card
Alba

A-Score: 3.9/10

Value: 3.4

Growth: 1.6

Quality: 6.5

Yield: 1.9

Momentum: 10.0

Volatility: 0.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

242.6$

Current Price

242.6$

Potential

-0.00%

Expected Cash-Flows