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Stock Analysis & ValuationHaulotte Group S.A. (PIG.PA)

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2.23
Sector Valuation Confidence Level
Moderate
Valuation methodValue, Upside, %
Artificial intelligence (AI)154.386823
Intrinsic value (DCF)1.00-55
Graham-Dodd Method8.55283
Graham Formulan/a

Strategic Investment Analysis

Company Overview

Haulotte Group SA (PIG.PA) is a leading French manufacturer of people and material lifting equipment, serving industries such as construction, logistics, and maintenance. Founded in 1881 and headquartered in Lorette, France, the company specializes in articulating and telescopic booms, scissor lifts, vertical masts, and telehandlers. Haulotte also provides complementary services, including spare parts, training, repair, and equipment rental, enhancing its value proposition. With a global footprint spanning Europe, Asia Pacific, North America, and Latin America, Haulotte caters to diverse sectors, including civil and military applications, airport operations, and retail. As a subsidiary of Solem S.A., Haulotte leverages decades of expertise in industrial machinery, positioning itself as a key player in the agricultural and construction machinery sector. The company’s focus on innovation, safety, and sustainability ensures relevance in an evolving market.

Investment Summary

Haulotte Group presents a mixed investment profile. With a market cap of €76.8M and revenue of €634M, the company operates in a competitive but growing market for lifting equipment. Its diluted EPS of €0.48 and net income of €15M indicate modest profitability, while a beta of 1.343 suggests higher volatility than the broader market. The lack of dividends may deter income-focused investors, but strong operating cash flow (€35.3M) and manageable debt (€298.5M) provide financial stability. Risks include exposure to cyclical construction demand and competition from larger global players. However, Haulotte’s niche expertise and global distribution network could offer long-term growth potential, particularly in emerging markets.

Competitive Analysis

Haulotte Group competes in the highly fragmented lifting equipment market, where differentiation hinges on product innovation, service quality, and geographic reach. The company’s competitive advantage lies in its specialized product portfolio, including articulating booms and telehandlers, which cater to niche industrial applications. Its strong European presence, particularly in France, provides a stable revenue base, while expansion into Asia-Pacific and Latin America offers growth opportunities. However, Haulotte faces intense competition from larger multinationals like JLG Industries and Terex, which benefit from greater economies of scale and broader product lines. Haulotte’s focus on rental and aftermarket services enhances customer retention but may not fully offset pricing pressures from low-cost Asian manufacturers. The company’s R&D investments in emission systems and digital solutions (e.g., apps for equipment management) reflect efforts to stay competitive, though execution risks remain. Overall, Haulotte’s regional strength and product specialization are key differentiators, but scalability challenges and margin pressures persist.

Major Competitors

  • Terex Corporation (TEX): Terex is a global leader in lifting and material handling solutions, with a broad product portfolio including cranes and aerial work platforms. Its strong brand and extensive distribution network give it a scale advantage over Haulotte. However, Terex’s focus on larger industrial projects may leave room for Haulotte in niche markets. Weaknesses include exposure to cyclical construction demand.
  • Oshkosh Corporation (OSK): Oshkosh’s JLG segment is a direct competitor in aerial work platforms, with superior R&D and military contracts. Its diversified business (e.g., defense, fire trucks) provides stability but may dilute focus on lifting equipment. Haulotte’s agility in regional markets contrasts with Oshkosh’s broader but less specialized approach.
  • Hermann Paus Maschinenfabrik GmbH (HEI.DE): A key European competitor, Paus specializes in mining and tunneling equipment, overlapping with Haulotte in telehandlers. Its strong engineering focus and German precision are strengths, but limited global reach compared to Haulotte’s wider distribution. Privately held status limits competitive transparency.
  • Airbus SE (AIRT.PA): Airbus’s non-aviation divisions occasionally compete in airport ground support equipment. While not a core rival, its technological prowess and government ties pose indirect competition. Haulotte’s dedicated focus on lifting equipment gives it an edge in customization and service.
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