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1. Company Snapshot

1.a. Company Description

Compagnie de l'Odet operates in the transport and logistics, and communication sectors in France, Africa, the Americas, the Asia-Pacific, and other European countries.The company operates through Transportation and Logistics, Oil Logistics, Communication, and Electricity Storage and Systems segments.The Transportation and Logistics segment provides maritime, and air transport and logistics services.


The Oil Logistics segment distributes oil products.The Communication segment engages in the sale of recorded music on physical media or digital form; exploitation of copyrights and services to artists; editing and distribution of pay and free television channels; production, sale, and distribution of motion pictures and TV series; design and publishing of downloadable video games for mobiles and consoles; and provision of ticketing services, and communication and advertising agency consultancy.The Electricity Storage and Systems segment produces and sells electric batteries for electric vehicles, terminals and specialized systems, and plastic films, as well as telecommunications activities.


It also manages a portfolio of financial investments.The company was formerly known as Financière de l'Odet SA and changed its name to Compagnie de l'Odet in May 2021.The company was incorporated in 1929 and is headquartered in Paris, France.


Compagnie de l'Odet is a subsidiary of Bolloré SE.

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1.b. Last Insights on ODET

Compagnie de l'Odet's recent performance was negatively impacted by the divestiture of Bolloré Logistics, which was sold on February 29, 2024, and had been reclassified as a business held for sale in 2023. This transaction resulted in significant changes in the scope of consolidation, leading to a reclassification of the entity's financial statements. Furthermore, the company's proposed dividend increase of 10% for fiscal year 2024 was overshadowed by the negative impact of these changes.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Compagnie de l'Odet : Financial information for Q3 2025

Oct -23

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Does Compagnie de l'Odet's Recent Share Price Drop Signal Opportunity in 2025?

Sep -24

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Compagnie de l'Odet : First-half 2025 results

Sep -17

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LVMH: Share transactions disclosure

Sep -09

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The BANK of Greenland issued and early redemption of Senior Non-Preferred capital

Sep -09

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Sep -09

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What Does the Steep 20% Drop Mean for Rémy Cointreau’s 2025 Outlook?

Sep -09

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

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (2.50%)

6. Segments

Bollore Energy

Expected Growth: 3.0%

The energy sector is expected to grow as global demand for energy continues to rise, driven by emerging markets and increasing industrialization. Bollore Energy's diversified portfolio and strong market position are expected to drive revenue growth above the global average. The 3% growth rate reflects the segment's potential to benefit from increasing energy demand and its competitive advantages.

Industry

Expected Growth: 2.8%

The Industry segment is expected to grow in line with global economic trends, driven by increasing trade and commerce. The 2.8% growth rate reflects the segment's diversified activities and its ability to adapt to changing market conditions. The growth rate is slightly above the global average, reflecting the segment's strong market position and its potential to benefit from emerging trends.

Others (Agricultural Assets, Holdings)

Expected Growth: 2.0%

The Others segment is expected to grow at a slower rate due to its diversified and relatively stable nature. The 2% growth rate reflects the segment's limited exposure to volatile market conditions and its reliance on stable investment returns. The growth rate is slightly below the global average, reflecting the segment's relatively low-risk profile.

Inter-Segment Eliminations

Expected Growth: 2.5%

The growth rate for Inter-Segment Eliminations is assumed to be in line with the global revenue growth hypothesis, as the elimination of inter-segment transactions is directly related to the overall size and complexity of Bollore's business operations. The 2.5% growth rate reflects the expected growth in the company's overall business activities.

7. Detailed Products

Hydroelectric Power Plants

Compagnie de l'Odet designs, builds, and operates hydroelectric power plants to generate renewable energy from water resources.

Water Supply Systems

The company develops and manages water supply systems, ensuring clean water distribution to households, industries, and agriculture.

Flood Control Systems

Compagnie de l'Odet designs and implements flood control systems to mitigate the impact of flooding on communities and infrastructure.

Irrigation Systems

The company develops and manages irrigation systems to support agricultural productivity and food security.

Water Treatment Plants

Compagnie de l'Odet designs, builds, and operates water treatment plants to remove contaminants and pollutants from water.

Hydraulic Infrastructure

The company develops and maintains hydraulic infrastructure, including dams, canals, and bridges.

8. Compagnie de l'Odet's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Compagnie de l'Odet is medium due to the presence of alternative transportation methods such as buses and trains.

Bargaining Power Of Customers

The bargaining power of customers for Compagnie de l'Odet is low due to the lack of alternative transportation options in the region.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Compagnie de l'Odet is medium due to the presence of multiple suppliers for fuel and maintenance services.

Threat Of New Entrants

The threat of new entrants for Compagnie de l'Odet is low due to the high barriers to entry in the transportation industry.

Intensity Of Rivalry

The intensity of rivalry for Compagnie de l'Odet is high due to the presence of multiple competitors in the region.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 40.46%
Debt Cost 3.95%
Equity Weight 59.54%
Equity Cost 8.45%
WACC 6.63%
Leverage 67.94%

11. Quality Control: Compagnie de l'Odet passed 2 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

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Quality: 6.9

Yield: 1.9

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A-Score: 4.6/10

Value: 9.8

Growth: 1.4

Quality: 3.6

Yield: 0.0

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A-Score: 4.3/10

Value: 1.4

Growth: 5.4

Quality: 6.6

Yield: 2.5

Momentum: 7.5

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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

1358.0$

Current Price

1358$

Potential

-0.00%

Expected Cash-Flows