Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Poujoulat S.A. is a leading European company specializing in the manufacturing of metal chimneys and flue systems utilized in residential, industrial, and commercial settings. The company's primary function is to design and produce efficient and innovative solutions for flue and chimney installations, addressing both traditional and renewable heating systems. Poujoulat's offerings are integral to heating and energy efficiency upgrades, making them crucial to the HVAC industry and renovation markets. The company stands out with its broad range of products that serve a variety of clients including contractors, architects, and private home-owners seeking reliable chimney solutions. Notable for their commitment to quality and environmental responsibility, Poujoulat invests in research and development to enhance product sustainability and performance. Headquartered in France, Poujoulat S.A. plays a significant role in the European building materials sector by providing vital components for energy performance optimization, aligning with modern trends towards energy efficiency and sustainable building practices. Its influence extends to the broader construction and energy sectors, contributing to the development of safer, more efficient heating infrastructures.
Operating margin is thin at 1.51%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 0.9% YoY. Margins deteriorated 2.6pp alongside, both lines moving the wrong way.
ROIC dropped from 4.61% to 1.38%, capital efficiency is deteriorating. Net debt of €106M represents 9.0x FCF, leverage limits flexibility.
Profitability & Returns
Revenue (TTM)
€349M
▼ -0.9% YoY
Net Income (TTM)
€2M
▼ -81.7% YoY
Op. Margin
1.51%
▼ -2.6pp YoY
ROIC
1.38%
▼ -3.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
€12M
▲ +141.0% YoY
Op. Cash Flow (TTM)
€19M
▲ +372.1% YoY
Net Debt
€106M
Cash & Equiv.
€6M
3Y CAGR: +4.9%
3Y CAGR: +1.7%
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