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Befesa S.A. Stock Price

XTRA:BFSA Community·€1.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author
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BFSA Share Price Performance

€35.75
8.97 (33.50%)
​
€35.00
Fair Value
€35.75
8.97 (33.50%)
2.1% overvalued intrinsic discount
€35.00
Fair Value
Price €35.75
AnalystLowTarget €35.00
AnalystConsensusTarget €40.89
AnalystHighTarget €45.00
Thu, 16 Jul 26
Fair Value€35.00
Share Pricen/a

BFSA Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €35 2.1% overvalued intrinsic discount

Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock

0users have liked this narrative
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1users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €40.89 12.6% undervalued intrinsic discount

Decarbonization And Circular Economy Will Expand Recycling Demand

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value €45 20.6% undervalued intrinsic discount

Emerging Markets And Urbanization Will Unlock Hazardous Waste Recycling Opportunities

0users have liked this narrative
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BFSA logo
Befesa
2.1% overvalued intrinsic discount

Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock

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AN
AnalystLowTarget
AnalystLowTarget
Updated 16 Jul
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BFSA logo
Befesa
12.6% undervalued intrinsic discount

Decarbonization And Circular Economy Will Expand Recycling Demand

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Jun
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BFSA logo
Befesa
20.6% undervalued intrinsic discount

Emerging Markets And Urbanization Will Unlock Hazardous Waste Recycling Opportunities

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
BFSA logo

BFSA: Cautious Mid 30s Expectations And Mixed Assumptions May Limit Near-Term Upside

Fair Value: €35 2.1% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BFSA logo

BFSA: Dividend And Capital Authorisation Changes Will Support Future Re Rating

Fair Value: €40.89 12.6% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BFSA logo

BFSA: Higher Revenue Assumptions And Capital Flexibility Will Support Future Re Rating

Fair Value: €45 20.6% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Good value with proven track record.

2 Risks
3 Rewards
View Full Analysis

Befesa S.A. Key Details

€1.2b

Revenue

€633.8m

Cost of Revenue

€536.7m

Gross Profit

€451.2m

Other Expenses

€85.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 29, 2026
2.14
45.85%
7.30%
87.3%
View Full Analysis

About BFSA

Founded
1987
Employees
1794
CEO
Asier Zarraonandia Ayo
WebsiteView website
www.befesa.com

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; sells waelz oxide to zinc smelters; and treats crude steel dust; produces stainless steel by electric arc furnace or other metallurgical processes; and galvanization residues, as well as offers refining, logistics, administration, and advisory services. 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, Luxembourg.

Recent BFSA News & Updates

Analysis Article • Aug 02

Befesa S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Last week saw the newest half-yearly earnings release from Befesa S.A. ( ETR:BFSA ), an important milestone in the...
User avatar
Narrative Update • Jul 16

BFSA: Cautious Mid 30s Expectations And Mixed Assumptions May Limit Near-Term Upside

Analysts have lifted the fair value estimate for Befesa to €35.0 from €33.0, citing updated price targets from the Street that now cluster around €35 to €36 and revised assumptions on discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research on Befesa points to a mixed but cautious tone, even as some targets converge around the mid €30s.

Recent updates

No updates

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