How Eutelsat’s Exclusive HUSAT License Deal (ENXTPA:ETL) Has Changed Its Investment Story

• On November 10, 2025, 4iG Public Limited Company announced the signing of a frequency license agreement between its subsidiary 4iG Space and Defence Technologies and Eutelsat SA, enabling the use of Eutelsat’s frequency assignments for Hungary’s HUSAT satellite program, the largest private sector satellite initiative in Central and Eastern Europe.
• This agreement highlights Eutelsat’s pivotal role in supporting regional satellite infrastructure, leveraging its extensive regulatory expertise and operational track record across both geostationary and low Earth orbit segments.
• We’ll examine how Eutelsat’s exclusive frequency licensing for HUSAT may enhance its regional satellite leadership and future growth potential.

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Eutelsat Communications Investment Narrative Recap

Belief in Eutelsat’s future centers on the company’s ability to transition from a declining GEO segment to high-growth areas like LEO and regional infrastructure partnerships. The 4iG agreement, giving Eutelsat exclusive frequency rights for Hungary’s HUSAT program, reinforces its regional stature but does not materially alter the short-term revenue concerns or address the challenge of declining GEO video services, which remain the most significant risk for near-term performance.

Among recent announcements, the collaboration with Clear Blue Technologies to present new energy management solutions at AfricaCom 2025 stands out. This alliance aligns closely with Eutelsat’s ambitions in remote and off-grid connectivity, offering another potential catalyst amid the shift toward LEO and regional projects, but it remains to be seen how quickly these opportunities can offset pressure from legacy segments.

However, investors should be aware that despite progress on new ventures, the continued decline in GEO video revenue could...

Read the full narrative on Eutelsat Communications (it's free!)

Eutelsat Communications is forecast to reach €1.3 billion in revenue and €90.7 million in earnings by 2028. This projection assumes a 2.7% annual revenue growth rate and an increase in earnings of about €1.19 billion from the current €-1.1 billion.

Uncover how Eutelsat Communications' forecasts yield a €3.39 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community estimates for Eutelsat’s fair value stretch from €2.71 to €21.70 based on 13 viewpoints. Yet concerns about shrinking GEO video revenues may weigh heavily on near-term outcomes, so consider all sides before acting.

Explore 13 other fair value estimates on Eutelsat Communications - why the stock might be worth over 6x more than the current price!

Build Your Own Eutelsat Communications Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Eutelsat Communications research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Eutelsat Communications research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Eutelsat Communications' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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