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Seche Environnement (SCHP) AI Stock Analysis

FR:SCHP

Seche Environnement

(Paris:SCHP)

Select Model
Rating:50Neutral
Price Target:EUR 73.00â–¼(-4.45% Downside)
Action:reiterated
Date:08/05/26

The overall score of 50 indicates a neutral outlook. The primary factor is financial performance, where weak profitability (gross margin collapse) drags down the score, partially offset by stable cash flow and improved leverage. Technical indicators are neutral with a slight bullish bias, while valuation appears slightly high relative to current earnings. No earnings call or corporate events data were available to influence the assessment.

Positive Factors
Resilient cash generationSteady operating cash flow and positive free cash flow provide internal funding for maintenance, investment, and debt service. This resilience gives Séché a durable financial foundation even while reported earnings and free cash flow weakened in 2025.
Negative Factors
Sharp 2025 revenue contractionThe abrupt 2025 revenue contraction interrupts the company’s previous growth trend and signals materially weaker recent business activity. If sustained, lower revenue would reduce operating leverage, limit reinvestment capacity, and make future earnings more volatile.

Seche Environnement (SCHP) vs. iShares MSCI France ETF (EWQ)

-20%-10%0%10%20%30%FR:SCHP+8.97%EWQ-1.36%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
EUR 585.78M
Dividend Yield
1.60%
Average Volume (3M)
4,081
Price to Earnings (P/E)
32.8
Beta (1Y)
0.46
Revenue Growth
2.29%
EPS Growth
-59.18%
Country
France
Employees
7,404
Sector
General
Sector Strength
55
Industry
Waste Management

Seche Environnement Business Overview & Revenue Model

Company Description

Séché Environnement S.A., established in 1976 and headquartered in Paris, France, provides comprehensive waste recovery and treatment solutions. The company serves industrial and corporate clients, as well as local authorities, both within France and...

How the Company Makes Money

Séché Environnement primarily makes money by charging fees for waste-related services delivered under contracts with industrial clients, local authorities, and other waste holders. Its main revenue streams typically include: (1) Waste treatment and d...

Seche Environnement Earnings Call Summary

Earnings Call Date:Sep 09, 2025(Q2-2025)|% Change Since:-15.47%|Next Earnings Date:Mar 14, 2027
Earnings Call SentimentNeutral

The earnings call presented a mixed outlook with strong growth in revenue and successful integration of acquisitions, but was tempered by challenges such as declining energy prices impacting margins and underperformance in certain regions such as Spain.

Positive Updates

Dynamic Growth in H1 2025
Séché Environnement reported a dynamic growth with a 14.8% increase in contributed revenue to EUR 580.1 million, with organic growth at 7.5%.

Negative Updates

Impact of Declining Energy Prices
Energy prices dropped sharply, negatively impacting EBITDA by approximately EUR 15 million, with a projected reduction in expected EBITDA margins.

Company Guidance

During the Séché Environnement call, guidance for H2 2025 and beyond was outlined amidst a backdrop of dynamic growth and several challenges. The group reported H1 2025 revenue of EUR 580.1 million, marking a 7.5% organic growth, with an EBITDA of EUR 118.2 million, representing a margin increase to 20.4% from 17.5% last year. Despite strong cash generation and achieving a leverage target below 3x EBITDA, the company anticipates a limited increase in EBITDA margins, partly due to declining energy prices, which are expected to impact earnings by EUR 15 million in H2. The planned acquisition of Groupe Flamme is a key strategic focus, pending regulatory approval, and is expected to enhance the company's market share in hazardous waste management in France. The outlook for 2025 maintains a revenue target of EUR 1.280 billion, with an anticipated EBITDA range of EUR 250 million to EUR 260 million. While international segments showed mixed results, the group expects improved performance in H2, particularly in Latin America and Southern Africa.

Seche Environnement Financial Statement Overview

Summary

Revenue growth steady but slowed in FY2025; profitability weakened sharply with gross margin collapsing to 13.8%, leading to net margin of 1.7%. Balance sheet improved (debt/equity 1.88x) and operating cash flow remains healthy. Mixed performance with profitability concerns.

Income Statement

35Negative

Balance Sheet

55Neutral

Cash Flow

45Neutral
Financial statement breakdown
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.29B1.26B1.19B1.09B974.95M791.32M
Gross Profit180.05M172.75M678.14M631.16M254.31M202.34M
EBITDA227.85M219.73M210.89M198.01M190.09M161.07M
Net Income17.74M21.48M35.50M47.83M44.61M28.38M
Balance Sheet
Total Assets2.73B2.61B2.12B1.59B1.40B1.22B
Cash, Cash Equivalents and Short-Term Investments509.66M706.12M170.47M162.22M126.17M172.20M
Total Debt1.26B1.25B1.02B798.62M703.99M647.09M
Total Liabilities1.86B1.73B1.53B1.24B1.09B949.92M
Stockholders Equity657.29M665.79M363.75M338.34M310.10M269.47M
Cash Flow
Free Cash Flow91.94M82.75M116.47M95.49M33.68M37.41M
Operating Cash Flow197.90M192.56M201.20M187.31M133.54M126.97M
Investing Cash Flow-306.03M-123.43M-304.35M-168.73M-189.48M-117.61M
Financing Cash Flow281.85M470.90M106.20M18.76M-5.20M46.96M

Seche Environnement Technical Analysis

Technical Analysis SentimentNeutral
Last Price76.40

Price Trends

50DMA75.85Negative
100DMA77.88Negative
200DMA76.66Negative

Market Momentum

MACD-0.05Negative
RSI55.87Neutral
STOCH83.02Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:SCHP, the sentiment is Neutral. The current price of 76.40 is above the 20-day moving average (MA) of 71.30, above the 50-day MA of 75.85, and below the 200-day MA of 76.66, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 55.87 is Neutral, neither overbought nor oversold. The STOCH value of 83.02 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FR:SCHP.

Seche Environnement Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

FR:SCHP against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
FR:VIEFR:VIE71OutperformEUR 24.16B19.6517.55%4.54%-0.13%12.40%
FR:DBGFR:DBG65NeutralEUR 1.26B9.5511.53%1.64%-2.88%24.77%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
FR:SCHPFR:SCHP50NeutralEUR 585.81M32.792.68%1.60%2.29%-59.18%
FR:ALTUVFR:ALTUV47NeutralEUR 10.91M82.47――-5.75%-78.66%
FR:OREGEFR:OREGE42NeutralEUR 14.85M-1.1819.27%―61.30%-6.66%

* General Sector Average

Performance Comparison

-50%0%50%FR:SCHPFR:DBGFR:VIEFR:OREGEFR:ALTUVFR:GPEDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
FR:SCHP and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
FR:SCHPSeche Environnement75.106.389.28%
FR:DBGDerichebourg SA7.922.1236.61%
FR:VIEVeolia Environnement (UK)33.015.5920.38%
FR:OREGEOrege SA0.290.012.80%
FR:ALTUVBio-UV Group SA0.80-0.79-49.69%
FR:GPEGroupe Pizzorno Environnement SA62.605.9810.56%

Seche Environnement Corporate Events

Séché Environnement Updates Share Capital and Voting Rights Structure

Oct 6, 2026

Séché Environnement reported that, as of October 1, 2026, its share capital consisted of 7,857,732 shares, reflecting the current equity structure of the company. The group also disclosed a total of 12,997,056 theoretical voting rights, a f...

Séché Environnement Files Half-Year Financial Report and Sets Date for Q3 Revenue Update

Oct 5, 2026

Séché Environnement has filed its Half-Year Financial Report with the French financial markets regulator, the Autorité des Marchés Financiers, making the document available on both the company’s website and the AMF portal, a...

Séché Environnement lifts profitability and cements global waste leadership with Chile and Italy deals

Sep 9, 2026

Séché Environnement reported first‑half 2026 contributive revenue of €607.8m, up 4.8% year‑on‑year, with EBITDA rising 8.5% to €128.3m as international operations delivered strong growth and historically high p...

Séché Environnement Updates Share Capital and Voting Rights Structure

Aug 6, 2026

Séché Environnement has disclosed updated regulatory information on its capital structure, reporting that its share capital consists of 7,857,732 shares. The company also states that the total number of theoretical voting rights attached to...

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 04, 2026