Business description: Safran

Safran is a high technology international group, a leading equipment provider in the Aerospace and Defense markets. The group specializes in the design, manufacturing, and marketing of equipment and systems of high technology mechanical and electronic equipment. Net sales break down by product family as follows:

- aeronautic and space propulsion systems (50%): helicopter motors (No. 1 worldwide), civil and military airplanes motors, systems for space lancers and missiles, turboreactors for drone targets, etc.;

- aircraft equipment, defense systems and aerosystems (39.3%): airplane engine pods, landing gear, braking systems, electric wiring systems, etc. Safran also offers on board aircraft systems and equipment (primarily evacuation slides, emergency arresting systems, protective parachutes and oxygen systems, electrical power management systems, control systems, water and waste management systems and connectivity systems) and defense and security systems (helicopter flight controls, fingerprint-based biometric identification systems (No. 1 worldwide), inertial systems, optronic systems, tactical drone systems, etc.);

- aircraft interiors (10.7%): cabin interiors and seats.

Net sales are distributed geographically as follows: France (19%), Europe (23%), Americas (29%), Asia and Oceania (19%), Africa and Middle East (10%).

Number of employees: 103,710

Sales by Activity: Safran

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Aerospace Propulsion

7.44B 9.51B 11.88B 13.65B 15.67B

Aeronautical Equipment, Defense and Aerosystems

6.32B 7.54B 8.84B 10.62B 12.3B

Aircraft Interiors

1.48B 1.98B 2.48B 3.04B 3.35B

Holding Company and Other

18M 16M 11M 10M 10M

Unallocated Currency Hedges

-124M 488M 452M 399M -140M

Geographical breakdown of sales: Safran

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Europe (Excl. France)

3.14B 3.79B 5.57B 6.28B 7.21B

United States

- - - 6.95B 6.89B

Asia and Oceania

2.71B 2.4B 3.05B 4.37B 5.95B

France

3.31B 4.05B 4.49B 5.19B 5.95B

Africa and Middle East

999M 1.64B 2.01B 2.46B 3.13B

Americas (excl. United States)

- - - 2.07B 2.19B

Unallocated

-124M 488M 452M - -

Americas

5.09B 7.15B 8.08B - -

Executive Committee: Safran

Manager TitleAgeSince
Chief Executive Officer 64 31/12/2020
Director of Finance/CFO 56 31/12/2021
Chief Tech/Sci/R&D Officer 58 30/06/2021
Chief Tech/Sci/R&D Officer 61 20/01/2021
Investor Relations Contact 50 27/08/2023

Composition of the Board of Directors: Safran

Director TitleAgeSince
Director/Board Member 70 27/05/2013
Chairman 72 22/04/2015
Director/Board Member 70 27/05/2013
Director/Board Member 75 24/05/2018
Director/Board Member 56 22/05/2019
Director/Board Member 55 27/05/2020
Director/Board Member 65 30/04/2020
Director/Board Member 64 31/12/2020
Director/Board Member 63 25/05/2021
Director/Board Member 58 18/12/2022

Shareholders: Safran

NameEquities%Valuation
Government of France
11.72 %
49,050,846 11.72 % 17 564 M €
TCI Fund Management Ltd.
7.177 %
30,023,376 7.177 % 10 751 M €
BlackRock Fund Advisors
5.182 %
21,676,850 5.182 % 7 762 M €
Sagem SA Employee Stock Ownership Plan
5.05 %
21,125,324 5.05 % 7 565 M €
0.3419 %
1,430,406 0.3419 % 512 M €
NameEquities%Valuation
Aristotle Capital Management LLC
0.0973 %
1,628,229 0.0973 % 146 M €
L&S Advisors, Inc.
0.002406 %
40,268 0.002406 % 4 M €
RhumbLine Advisers LP
0.00182 %
30,461 0.00182 % 3 M €
Capital Research & Management Co.
0.001465 %
24,511 0.001465 % 2 M €
Sit Investment Associates, Inc.
0.001462 %
24,465 0.001462 % 2 M €

Holdings: Safran

NameEquities%Valuation
1,430,406 0.34% 512 M $

Company details: Safran

Safran SA

2, boulevard du Général Martial

75015, Paris

+33 1 40 60 80 80

http://www.safran-group.com
address Safran(SAF)

Group companies: Safran

NameCategory and Sector
Safran Aircraft Engine Hyderabad Pvt Ltd.
Safran Aircraft Engine Hyderabad Pvt Ltd.
Chemicals: Specialty
Chemicals: Specialty
Aerospace & Defense

Other Aircraft Parts Manufacturing

Change 5d. change 1-year change 3-years change Capi.($)
-2.86%-8.18%+29.45%+127.05% 153B
-0.90%-4.72%+101.07%+471.99% 100B
-0.03%-0.63%-3.51%+69.33% 73.11B
-1.18%-4.92%+15.61%+76.04% 36.4B
+0.44%-2.66%+116.60%+289.87% 25.13B
+5.98%+7.07%+61.38%+31.46% 23.65B
-3.97%-5.20%+9.41%+45.08% 21.9B
+3.73%-3.59%+30.98%-12.93% 10.92B
-1.47%-6.27%+7.52% - 9.6B
+1.88%-1.88%+0.23%+14.97% 6.46B
Average +0.25%-3.54%+36.87%+123.65% 46.05B
Weighted average by Cap. -0.96%-4.28%+43.33%+185.37%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
317.70EUR
Average target price
356.29EUR
Spread / Average Target
+12.15%

Quarterly revenue - Rate of surprise

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