Eiffage SA

FGR

Equity

ISIN FR0000130452 / Valor 76058

Euronext - Euronext Paris (2025-12-17)

EUR 122.10%

Eiffage SA
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About company

Eiffage SA is a prominent European construction and concessions company with a diversified portfolio that spans several key sectors of the economy. The company operates through its main business lines, including construction, infrastructure, energy, and concessions, offering a comprehensive range of services from planning and design to construction and maintenance of projects. Eiffage stands out for its involvement in the development of resilient and sustainable cities and infrastructure, reflecting a commitment to integrating environmental considerations into its operations. While the company emphasizes its environmental strategy, its core business activities encompass a broad spectrum of projects, including public works, civil engineering, building construction, and energy projects, as well as the management of concession assets such as toll roads and public facilities. Through its extensive expertise and innovative approach, Eiffage plays a significant role in shaping the built environment and contributing to the development of modern infrastructure across Europe and beyond.

Summarized from source with an LLMView SourceSector: Industrials

Top-line performance

Revenue: €5.618bn in Q1 2025 (+8.3% vs Q1 2024; +5.2% lfl). Contracting: €4.712bn (+9.4% actual; +5.6% lfl). Concessions: €906m (+3.0%). International revenue grew strongly (Europe ex‑France +19.1%, outside Europe +80.5%).

Contracting breakdown

By division (Q1 2025): Construction €912m (‑3.3%); Infrastructure €1,964m (+12.0%); Energy Systems €1,836m (+13.9%). Order books: Construction €5.6bn (+11% y/y), Infrastructure €15.5bn (+2%), Energy Systems €8.5bn (+13%). Total Contracting order book €29.7bn (+7% y/y).

Concessions & traffic

Concessions revenue €906m; APRR/AREA (ex construction) €729m (+4.0%) with traffic +1.4% (light vehicles +1.5%). Other motorway concessions, airports and PPPs showed mixed but broadly stable trends.

Cash, ratings & financing

Group cash position at Eiffage SA/Contracting €4.7bn (cash & equivalents €2.7bn plus €2.0bn undrawn facility). APRR cash position €2.6bn. Short‑term rating F2 for Eiffage SA/Contracting; APRR rated A/Stable (Fitch) and A‑/Stable (S&P). Bank facilities totalling ~€4.4bn were refinanced/renewed (multi‑year facilities).

Acquisitions and corporate actions

Signed deals include acquisition of IFT GmbH (via Salvia Group) and an agreement to acquire HSM Offshore Energy (via Smulders) — HSM subject to competition approval. Shareholders approved a €4.70 per share dividend to be paid 23 May 2025.

Outlook and near‑term drivers

2025 outlook confirmed: Contracting revenue expected to rise across divisions with improved operating profit (Eiffage Énergie Systèmes margin targeted around 6% and revenue near €8bn). Concessions expected slight increases. Group net profit to rise but will be impacted by a one‑off exceptional corporate surtax in France and higher IFRS 2 share‑based payment charge due to the share price increase.

Summarized from source with an LLMView Source

Key figures

45.5%1Y

33.0%3Y

52.1%5Y

Performance

25.0%1Y

21.6%3Y

22.5%5Y

Volatility