AlphaValue Corporate Services
COVERAGE ABOUT US CONTACT FR
This research has been commissioned and paid for by the company and does therefore not constitute an inducement caught by the prohibition under MiFID II

IDI

CR 		Bloomberg   IDIP FP
Holding Companies  /  France  Web Site   |   Investors Relation
A smart bet in Private Equity Markets
Pros
  • 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.
Cons
  • 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.
Updates
24/07/26 EPSWe have recalibrated our investment inc...
01/04/26 EarningsIDI is investing its own money only, with ...
14/11/25 EarningsIDI back on the front foot
25/09/25 EarningsIDI enters a new gear
09/09/25OpinionBuy vs Add
26/03/25 EarningsIDI: Private equity access with sharehold...
29/11/24 LatestSteady dividend growth reflects IDI's robu...
14/11/24 EarningsQ3-24: Navigating 2024 with a thoughtful...
25/09/24 EarningsNothing to rattle IDI
15/03/24 EarningsFY23: IDI rewards its shareholders
28/11/23 EarningsEnding Q3 with firepower at its peak
26/10/23 EPSOur EPS 2023 resets significantly higher ...
26/10/23 DCFOur DCF has improved significantly follo...
28/09/23 M&A /Corp.Masters the value creation playbook
26/09/23 EarningsShielded against macro-economic turmoil
04/09/23 EPSIn line with the solid divestments made by...
19/06/23 M&A /Corp.IDI forges ahead in 2023 with solid dives...
13/04/23 EarningsFY22: IDI in a solid stand amidst an adve...
11/01/23 LatestFaced with macroeconomic woes, IDI pro...
14/09/22 EarningsH1 22: a new milestone for IDI
06/09/22 EPSDespite a record year in 2021, marked by...
28/06/22 Other newsESG: IDI unveils it all
17/03/22 EarningsFY21: IDI displays strong NAV progressio...
17/01/22 Other newsKicks off 2022 with investment in digital ...
20/12/21 LatestIDI concludes busy investment year with ...
25/11/21 LatestIDI’s tech-SPAC enters negotiations with ...
21/10/21 Other newsTalis embarks on its market consolidation...
24/09/21 Initiation cov.Private equity aligned to stakeholders do...
Key Data
Target
Upside 35.7%
Price (€) 72.2
Target Price (€) 98.0
Market Cap (€M) 519
Perf. 1W: 1.69%
Perf. 1M: 3.74%
Perf. 3M: 4.69%
Perf Ytd: 9.26%
10 day relative perf. to stoxx600: 1.06%
20 day relative perf. to stoxx600: 4.01%
Key Indicators