Bollore SE
BOL
ISIN FR0000039299 / Valor 485939
Bollore SE
UMushroom community rating:
About company
Bolloré SE is a diversified multinational corporation with a history spanning over two centuries, primarily controlled by the Bolloré family. The company operates across several key sectors, including oil logistics, communications, and industry. Bolloré SE is known for its strategic international diversification and long-term investment approach, leveraging its stable shareholder base to explore innovative services and solutions. The company has built a robust financial structure, enabling it to invest within its existing business lines and potentially expand into new sectors in the future. Its operations are characterized by a focus on adaptability and strategic growth across its diverse portfolio.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (26.03.2026):
Bolloré SE — first-half 2025 (H1 2025): Revenue was €1,547m and adjusted operating income (EBITA) was €123m; consolidated net income was €242m (group share €240m). Results reflect the new reporting scope following the Vivendi spin‑off (Vivendi/Canal+/LHG/Havas now equity‑accounted) and a much lower comparative base than H1 2024 (which included a €3.7bn capital gain from the sale of Bolloré Logistics).
Top‑line and growth
Revenue: €1,547m (stable reported, -3% at constant scope and FX). By activity: Bolloré Energy €1,337m (-2% org.), Industry €156m (-14% org.).
Profitability (EBITA / operating)
Adjusted operating income (EBITA): €123m (includes equity‑accounted contributions). Operating income: €144m. EBITA benefitted from strong Communications contributions (UMG, Canal+, Havas, LHG) and improved Energy margins.
Net income and comparison
Consolidated net income: €242m (H1 2024: €3,884m, which included the Logistics disposal). Net income, Group share: €240m.
Cash, liquidity and capital returns
Net cash position: €5,530m at June 30, 2025 (up €223m vs Dec‑31, 2024). Group liquidity: ~€8bn in cash & equivalents plus confirmed credit lines. Interim dividend: €0.02 per share, payable Sep 30, 2025.
Segment highlights — Energy
Bolloré Energy revenue €1,337m and EBITA €27m (+52% vs prior at constant scope), driven by higher distribution volumes and improved margins (notably France).
Segment highlights — Communications (equity‑accounted)
Key contributions to Bolloré’s EBITA: UMG €117m (UMG organic growth and margin expansion), Canal+ €44m, Havas €23m, Louis Hachette Group €6m, Vivendi €13m. UMG reported strong streaming and publishing growth; Canal+ faced EBITA pressure from end of UEFA sublicensing but improved adjusted net income.
Segment highlights — Industry
Industry revenue €156m (‑14% org.) and EBITA -€52m, a €17m improvement vs H1 2024. Blue Solutions continued R&D on next‑gen (Gen4) batteries; Bluebus deliveries increased.
Financial items and other assets
Net financial income: €95m (up vs €61m), helped by higher dividends (including Socfin). Listed securities portfolio value: €12.4bn at June 30, 2025.
Shareholder actions and capital structure
Bolloré SE repurchased 35.4m shares in H1 2025 for €196.5m; 44.1m shares were cancelled in H1 and 3.2m treasury shares remained (planned cancellation noted). Share repurchases and ordinary dividends form part of capital return policy.
Events after the reporting period
On July 18, 2025 the AMF ruled Bolloré SE must file a public buyout offer for Vivendi shares following a Paris Court of Appeal decision; Bolloré has appealed the AMF decision. This is a material post‑period regulatory/legal development.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
17390 M
Market cap (USD)
1,798,849
Daily traded volume (Shares)
5.91 / 5.855
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
Est EPS (USD)
Ratings & reviews
EQUITIES OF THE SAME SECTOR
