UPCOMING EVENTS
Pasubio - 26Q1 Results Call
Pasubio 25Q4 Results Call.m4a
sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

 

Capital Structure - 30 Sep 25

Fundamentals - 30 Sep 25

Valuation - 30 Sep 25

Recap - 30 Sep 25

Investment Discussion - 30 Sep 25

 

Presentation

 
SARRIA News -INTU
Pasubio - comment
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pasubio’s P&L came in line with our expectations, while cash flow exceeded our forecasts for many factors. Importantly, the core rationale for

Tomás Mannion
Tomás Mannion
Pasubio - comment
Tomás Mannion

We have repeatedly highlighted a high probability of a near-term downgrade at Pasubio, and Moody’s has now obliged,

Tomás Mannion
Pasubio - Many a slip between Actual and Proforma - Model Update - Positioning
Tomás Mannion
Pasubio - Many a slip between Actual and Proforma - Model Update - Positioning
Tomás Mannion

Here is our updated model following Pasubio’s Q4 results, here.

To take a long position, investors are required to make a leap of faith, moving from an investment in a traditional automotive supplier to the new Pasubio. While

Tomás Mannion
Pasubio - comment
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pasubio has released its FY25 Annual Report ahead of its 1:00 pm conference call today. FY25 revenue of €323.5m (-1.7% YoY) came in

Tomás Mannion
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pasubio has acquired Luilor SpA, but with no financial details disclosed. This should be broadly positive as the Company continues to build on

Tomás Mannion