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IDI

CR
Bloomberg   IDIP FP
Holding Companies  /  France  Web Site   |   Investors Relation
Private equity players buffeted by macro-economic headwinds
Target
Upside 39.3%
Price (€) 73.2
Market Cap (€M) 530
Perf. 1W: 2.31%
Perf. 1M: 4.49%
Perf. 3M: 17.3%
Perf Ytd: 16.3%
10 day relative perf. to stoxx600: 3.57%
20 day relative perf. to stoxx600: 1.90%
EPS change04/09/2023

Adjustment following Omnes acquisition

Change in EPS2023 : € 6.45 vs 2.20+193%
2024 : € 8.13 vs 2.57+216%

In line with the solid divestments made by IDI in 2023, we have revised upwards our estimates of the variation in fair value, which were too conservative for 2023 and 2024. We have also integrated the acquisition of 45% of Omnes' activities linked to the energy transition and innovation and the acquisition of 100% of Omnes' investment capital activities combined under IdiCo. We have consolidated the activities of IdiCo (a company 100% owned by IDI) from 2024, while IdICo is allowed for as a financial stake for 2023, pending the H1 23 details.



Updates

15 Mar 24 Earnings/sales releases
FY23: IDI rewards its shareholders

28 Nov 23 Earnings/sales releases
Ending Q3 with firepower at its peak

28 Sep 23 M&A /Corp. Action
Masters the value creation playbook

26 Sep 23 Earnings/sales releases
Shielded against macro-economic turmoil

13 Apr 23 Earnings/sales releases
FY22: IDI in a solid stand amidst an adverse en...

14 Sep 22 Earnings/sales releases
H1 22: a new milestone for IDI

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