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


Bloomberg   IDIP FP
Holding Companies  /  France  Web Site   |   Investors Relation
Private equity players buffeted by macro-economic headwinds
  • IDI strikes as a private equity firm more aligned to the interests of its stakeholders as its management has skin in the game at the holding and equity stakes level.
  • IDI is not subject to investment time constraints like most PE funds, this flexible approach allows IDI to accompany the investee companies through the whole development process, enhancing value creation.
  • IDI’s investment model based on engaged and entrepreneurial ownership has proven successful, ensuring stable dividend payments, an attractive yield and a 15% average annual total shareholder return since 1991.
  • As a partnership limited by shares, minority shareholders could suffer from this legal set-up since the value of voting rights is essentially nil.
  • Given its small size in absolute terms, IDI may fall below most investors' radars.
  • Notwithstanding IDI’s proven track record, the current environment is not favorable for private equity players, and valuations could suffer from the rise in interest rates and shrinking multiples.
Upside 37.3%
Price (€) 75
Market Cap (€M) 543
Perf. 1W: 0.27%
Perf. 1M: 5.04%
Perf. 3M: 12.3%
Perf Ytd: 11.3%
10 day relative perf. to stoxx600: 2.12%
20 day relative perf. to stoxx600: 7.24%