BFSA Share Price Performance
€27.28
6.86 (33.59%)
2.6% undervalued intrinsic discount
€28.00
Fair Value
Price €27.28
AnalystLowTarget €28.00
AnalystConsensusTarget €36.94
AnalystHighTarget €42.00
Fair Value€28.00
Share Pricen/a
Befesa S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 9 Fair Values set on narratives written by author
BFSA Community Narratives
AN
Fair Value €28 2.6% undervalued intrinsic discount
Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock
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AN
Fair Value €36.94 26.2% undervalued intrinsic discount
Decarbonization And Circular Economy Will Expand Recycling Demand
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AN
Fair Value €42 35.0% undervalued intrinsic discount
Emerging Markets And Urbanization Will Unlock Hazardous Waste Recycling Opportunities
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Decarbonization And Circular Economy Will Expand Recycling Demand
Key Takeaways Growth driven by global decarbonization trends, regulatory pressures, and expansion into US and Chinese markets, positioning Befesa for higher volumes and improved margins. Strong zinc hedging, process efficiencies, and long-term contracts enhance margin stability, recurring revenues, and cash flow resilience despite market fluctuations.Read more
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AN
€36.94
26.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.52% p.a.
Profit Margin
8.32%
Future PE
13.19x
Share price in 2028
€43.12
Emerging Markets And Urbanization Will Unlock Hazardous Waste Recycling Opportunities
Key Takeaways Growth is driven by successful US operations, new contracts, proactive hedging strategies, and strong demand from global circular economy trends. Technological innovation, geographic expansion, and tightening environmental regulation are set to boost margins, recurring revenue, and long-term profitability.Read more
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AN
€42
35.0% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
12.6% p.a.
Profit Margin
7.5%
Future PE
13.71x
Share price in 2028
€49.06
Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock
Key Takeaways Declining industrial waste and advanced production methods are set to shrink Befesa's accessible recycling feedstock and hamper future revenue growth. Heightened regulation, volatile commodity pricing, and increased competition threaten Befesa's margins, market share, and long-term earnings stability.Read more
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AN
€28
2.6% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
3.67% p.a.
Profit Margin
6.82%
Future PE
13.96x
Share price in 2028
€32.35
Snowflake Analysis
Befesa S.A. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 26, 2026
- 2.16
- 44.73%
- 7.12%
- 80.6%
About BFSA
- Founded
- 1987
- Employees
- 1805
- CEO
- WebsiteView website
Befesa S.A. offers environmental recycling services to the steel and aluminum industries in the European, Asian, and North American markets. It operates in two segments, Steel Dust Recycling Services and Aluminium Salt Slags Recycling Services. The Steel Dust Recycling Services segment collects and recycles crude steel dust and other steel residues generated in the production of crude, stainless, and galvanized steel; sells waelz oxide to zinc smelters; and treats crude steel dust. The Aluminium Salt Slags Recycling Services segment recycles salt slags; spent pot linings, a hazardous residue generated by primary aluminum producers; and recovers and sells salt, aluminum concentrate, and aluminum oxides. This segment also collects and recycles aluminum scrap and other aluminum residues, such as aluminum dross, shavings, cuttings, and aluminum concentrates; and produces secondary aluminum alloys for automotive and construction industries. The company also provides logistics, and waelz oxide and aluminum waste treatment services, as well as develops projects and technology. Befesa S.A. was founded in 1987 and is based in Luxembourg City, Luxembourg.
