AlphaValue Corporate Services Fundamental Analysis FR
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AlphaValue Corporate Services
This research has been commissioned and paid for by the company and is deemed to constitute an acceptable minor non-monetary benefit as defined in MiFID II

Delta Drone

Bloomberg   ALDR FP
Aerosp. & Defence Equipt.  /  France  Web Site   |   Investors Relation
Entering a new chapter
  • Professional drones are hot property again with an industry potential justifying $bn market caps in the US
  • Delta Drone launched in 2020 a set of new professional solutions all designed and integrated in-house, thereby grabbing more of the value chain
  • Half of the operations are already profitable, from which to leverage growth and exit legacy businesses
  • Professional drones offer high potential growth but little visibility due to an "in progress" body of regulations
  • Very fragmented market, with a myriad of competitors, inevitably calls for market concentration (via acquisitions or Chapter 11s)
  • Delta Drone may be constrained by its own production capacity, requiring extra capex and/or subcontracting
Upside 151%
Price (€) 0.02
Market Cap (€M) 12.9
Perf. 1W: -16.3%
Perf. 1M: -16.0%
Perf. 3M: -23.0%
Perf Ytd: -16.0%
10 day relative perf. to stoxx600: -20.2%
20 day relative perf. to stoxx600: -19.0%