| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 625.72 | 52 |
| Intrinsic value (DCF) | 475.29 | 15 |
| Graham-Dodd Method | 132.35 | -68 |
| Graham Formula | 633.80 | 53 |
Burelle SA (BUR.PA) is a leading French automotive equipment manufacturer specializing in intelligent body systems, clean energy solutions, and lightweight vehicle technologies. Headquartered in Lyon, France, the company operates globally, providing plastic and composite body parts, fuel and pollution control systems, and front-end modules for the automotive industry. Founded in 1957, Burelle has expanded its portfolio to include venture capital investments in various sectors through family offices and financial institutions, alongside real estate holdings in Lyon and Levallois. As part of the Consumer Cyclical sector, Burelle plays a critical role in advancing sustainable automotive innovations, including lightweight materials and pollution reduction technologies. With a market capitalization of approximately €614 million, the company serves major automakers, positioning itself as a key supplier in the evolving automotive supply chain. Burelle’s diversified business model, combining automotive manufacturing with strategic investments, enhances its resilience in a competitive market.
Burelle SA presents a mixed investment profile with both opportunities and risks. The company benefits from its strong position in automotive lightweighting and clean energy systems, aligning with global trends toward fuel efficiency and emissions reduction. Its diversified revenue streams, including venture capital and real estate, provide additional stability. However, the company operates in a highly competitive and capital-intensive industry, with a beta of 1.148 indicating higher volatility than the broader market. While Burelle reported €10.5 billion in revenue and €115 million in net income for the latest fiscal year, its significant total debt of €2.45 billion raises concerns about financial leverage. The dividend yield, supported by a €26 per share payout, may appeal to income-focused investors, but the company’s growth prospects depend heavily on automotive sector demand and technological adoption.
Burelle SA competes in the automotive parts sector, where differentiation hinges on technological innovation, cost efficiency, and supply chain integration. The company’s competitive advantage lies in its expertise in lightweight materials and pollution control systems, which are increasingly critical as automakers seek compliance with stringent emissions regulations. Burelle’s vertical integration in front-end module assembly and logistics further strengthens its value proposition to OEMs. However, the company faces intense competition from larger global suppliers with greater R&D budgets and broader geographic reach. Its reliance on the European automotive market, particularly France, exposes it to regional economic fluctuations. While Burelle’s venture capital arm diversifies its revenue base, its core automotive business must contend with pricing pressures and the shift toward electric vehicles, which may disrupt traditional supply chains. The company’s ability to maintain margins while investing in next-generation technologies will be crucial for long-term competitiveness.