Sanlorenzo 1Q26 Results – Controlled Growth, Net Cash and a Conservative Business Plan
Sanlorenzo 1Q26 analysis: solid results, net cash balance sheet, resilient backlog & updated DCF valuation after the 2026-2028 strategic plan
Sanlorenzo – Thesis Update
Sanlorenzo Updated Investment Thesis & FY24 Results Analysis
- Introduction to Sanlorenzo
- FY24 Results analysis
- Model update & Our Thoughts
- Full detailed updated investment thesis (Downloadable 25-slide PDF )
- The Italian Sea Group Update
Introduction to Sanlorenzo
Sanlorenzo is an Italian luxury boat manufacturer, and possibly one of the companies we have talked about the most since we published its thesis this past November.
Today, in addition to our written analysis of the current situation and the results presented this week, we are providing a downloadable PDF that explains the entire investment thesis in detail. This is accompanied by our financial model. Similarly, we also share an in-depth view of one of its main competitors, The Italian Sea Group.
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More about Sanlorenzo
Sanlorenzo 1H25 Results
Sanlorenzo 1H25 Results analysis – Fantastic 1H25 results (best in the industry) from a great & undervalued company
Opportunities in the European Superyacht industry
European Superyachts industry has just published its FY24. We analyse the situation of The Italian Sea Group, Sanlorenzo and Ferretti
Sanlorenzo – Thesis Update
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht