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1. Company Snapshot

1.a. Company Description

Orascom Development Holding AG, together with its subsidiaries, develops integrated towns in Egypt, the United Arab Emirates, Oman, Switzerland, Morocco, Montenegro, and the United Kingdom.It operates through four segments: Hotels, Real Estate and Construction, Land Sales, and Destination Management.The Hotels segment provides hospitality services in two- to five-star hotels.


The Real Estate and Construction segment acquires land in undeveloped areas, as well as builds residential real estate and other facilities in stages.The Land Sales segment sells land and land rights to third parties.The Destination Management segment provides facility and infrastructure services at operational resorts and towns.


It also rents investment properties; and offers mortgage, golf, hospital, educational, marina, limousine rental, laundry, and other services.The company was formerly known as Orascom Hotels & Development AG and changed its name to Orascom Development Holding AG in February 2008.Orascom Development Holding AG was founded in 1989 and is based in Altdorf, Switzerland.

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1.b. Last Insights on ODHN

Orascom Development Holding AG's recent performance was driven by robust revenue growth, strategic financial maneuvers, and resilience in the face of currency devaluation and geopolitical tensions. The company's Q4 2024 earnings call highlighted a strong revenue performance, underscoring its ability to navigate challenging market conditions. Additionally, the company's strategic financial maneuvers, such as optimizing its capital structure, have positioned it for long-term success. Furthermore, the company's focus on expanding its presence in key markets has yielded positive results, contributing to its revenue growth.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Orascom Development Holding AG's (FRA:4O7) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?

Jun -13

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Orascom Development Holding AG (XSWX:ODHN) (Q4 2024) Earnings Call Highlights: Strong Revenue ...

Mar -27

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Orascom Development Holding AG (XSWX:ODHN) Q3 2024 Earnings Call Highlights: Strong Revenue ...

Nov -15

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Orascom Development Egypt SAE (CAI:ORHD) Q2 2024 Earnings Call Highlights: Strong Revenue ...

Oct -09

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Return Trends At Givaudan (VTX:GIVN) Aren't Appealing

Apr -06

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Is It Too Late To Consider Buying Orascom Development Holding AG (VTX:ODHN)?

Dec -25

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While insiders own 47% of Orascom Development Holding AG (VTX:ODHN), retail investors are its largest shareholders with 51% ownership

Dec -04

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Shareholders in Orascom Development Holding (VTX:ODHN) are in the red if they invested five years ago

Nov -16

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.02%)

6. Segments

Real Estate and Construction

Expected Growth: 8%

Orascom Development Holding AG's 8% growth in Real Estate and Construction is driven by increasing demand for luxury resorts and hotels, strategic partnerships with international brands, and expansion into new markets. Additionally, government initiatives to boost tourism and infrastructure development in Egypt and other operating regions contribute to the segment's growth.

Hotels

Expected Growth: 6%

Orascom Development Holding AG's hotel segment growth is driven by increasing tourism in Egypt and Morocco, fueled by government initiatives and infrastructure development. Growing demand for luxury and eco-tourism experiences, coupled with the company's strategic expansion into new markets and renovation of existing properties, contribute to the 6% growth rate.

Destination Management

Expected Growth: 5%

Orascom Development Holding AG's Destination Management segment growth is driven by increasing tourism demand, strategic partnerships, and expansion into new markets. The company's unique blend of hospitality, real estate, and leisure offerings attracts high-end clients, while its efficient operations and cost management ensure profitability. Additionally, investments in digitalization and sustainability initiatives enhance the customer experience, further fueling growth.

Other

Expected Growth: 4%

Orascom Development Holding AG's 4% growth is driven by increasing tourism in Egypt, expansion of its real estate portfolio, and strategic partnerships. The company's focus on sustainable development and diversification into new markets, such as healthcare and education, also contribute to its growth momentum.

Land

Expected Growth: 3%

Orascom Development Holding AG's land segment growth is driven by increasing demand for luxury resorts and hotels, strategic partnerships with international brands, and expansion into new markets. Additionally, the company's focus on sustainable development and eco-tourism initiatives attracts environmentally conscious investors and tourists, further fueling growth.

7. Detailed Products

Real Estate Development

Orascom Development Holding AG develops and sells luxury resorts, hotels, and residential properties in prime locations around the world.

Hospitality Services

Orascom Development Holding AG operates and manages luxury hotels, resorts, and restaurants, offering high-end hospitality services to guests.

Golf Courses and Country Clubs

Orascom Development Holding AG designs and operates golf courses and country clubs, offering exclusive membership and recreational activities.

Marinas and Yachting

Orascom Development Holding AG develops and operates marinas and yachting facilities, offering berths, maintenance, and other services to yacht owners.

Commercial and Retail Properties

Orascom Development Holding AG develops and operates commercial and retail properties, including shopping centers, offices, and other commercial spaces.

8. Orascom Development Holding AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Orascom Development Holding AG is moderate due to the presence of alternative destinations and travel options for tourists.

Bargaining Power Of Customers

The bargaining power of customers is low due to the unique and diversified offerings of Orascom Development Holding AG, making it difficult for customers to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the presence of multiple suppliers for materials and services, but Orascom Development Holding AG's large scale of operations gives it some negotiating power.

Threat Of New Entrants

The threat of new entrants is high due to the attractiveness of the tourism and real estate industries, and the relatively low barriers to entry.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of established competitors in the tourism and real estate industries, and the need for Orascom Development Holding AG to continuously innovate and differentiate itself.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 56.21%
Debt Cost 8.55%
Equity Weight 43.79%
Equity Cost 8.55%
WACC 8.55%
Leverage 128.35%

11. Quality Control: Orascom Development Holding AG 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
Kaufman & Broad

A-Score: 6.3/10

Value: 7.7

Growth: 4.7

Quality: 6.1

Yield: 10.0

Momentum: 2.0

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
Crest Nicholson

A-Score: 4.5/10

Value: 9.4

Growth: 0.6

Quality: 4.4

Yield: 5.6

Momentum: 3.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
MJ Gleeson

A-Score: 4.4/10

Value: 8.2

Growth: 4.6

Quality: 5.9

Yield: 5.0

Momentum: 0.0

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Orascom Development Holding

A-Score: 4.3/10

Value: 7.2

Growth: 4.0

Quality: 2.3

Yield: 0.0

Momentum: 9.0

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
JM

A-Score: 4.2/10

Value: 5.9

Growth: 4.3

Quality: 4.1

Yield: 6.2

Momentum: 1.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
Bonava

A-Score: 3.8/10

Value: 7.5

Growth: 1.7

Quality: 2.3

Yield: 1.9

Momentum: 8.0

Volatility: 1.3

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

5.38$

Current Price

5.38$

Potential

-0.00%

Expected Cash-Flows