For H1 2025, Lion’s revenue declined 13% due to market weakness and tariff pressures, while free cash flow remained robust, supported by strong operating cash generation and disciplined capital spending. Given the current economic and geopolitical challenges, I don’t foresee any events likely to trigger a revaluation. Perhaps in the event of a recession or a weak period for the sector, they could use their cash to acquire some interesting companies.
what did 2025 revenue and free cash flow look like? Do you think there anre any events that could trigger revaluation?
For H1 2025, Lion’s revenue declined 13% due to market weakness and tariff pressures, while free cash flow remained robust, supported by strong operating cash generation and disciplined capital spending. Given the current economic and geopolitical challenges, I don’t foresee any events likely to trigger a revaluation. Perhaps in the event of a recession or a weak period for the sector, they could use their cash to acquire some interesting companies.
Thank you for the article!
Thank you for your comment, Pedro!