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Seche Environnement (SECVY)
OTHER OTC:SECVY
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Seche Environnement (SECVY) AI Stock Analysis

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SECVY

Seche Environnement

(OTC:SECVY)

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Neutral 55 (OpenAI - 5.2)
Rating:55Neutral
Price Target:
$19.00
▲(2.81% Upside)
Action:Reiterated
Date:08/06/26
Overall score is held back primarily by weakening financial performance (revenue decline, net margin compression, and high leverage with lower ROE). Technicals are moderately supportive with price holding above key moving averages and neutral momentum. Valuation is a secondary drag due to a relatively high P/E and only modest dividend yield.
Positive Factors
Stable EBITDA margins
Consistent EBITDA margins near 16%–19% indicate the core waste-treatment operations are resilient to cyclical revenue swings. This level of operating profitability suggests enduring cost control, scalable processing economics, and structural margin support from specialized services across the value chain.
Negative Factors
Declining revenue trend
A meaningful revenue decline signals cooling underlying demand and reduces scale benefits in a business that relies on facility utilization. Persistent top-line weakness can erode contract leverage, pressure pricing for lower-margin streams, and limit the firm's ability to absorb fixed costs over time.
Read all positive and negative factors
Positive Factors
Negative Factors
Stable EBITDA margins
Consistent EBITDA margins near 16%–19% indicate the core waste-treatment operations are resilient to cyclical revenue swings. This level of operating profitability suggests enduring cost control, scalable processing economics, and structural margin support from specialized services across the value chain.
Read all positive factors

Seche Environnement (SECVY) vs. SPDR S&P 500 ETF (SPY)

Seche Environnement Business Overview & Revenue Model

Company Description
Séché Environnement S.A. operates as a leading environmental services group, specializing in comprehensive waste management solutions encompassing recovery and processing. The company serves industrial and corporate enterprises, as well as municip...
How the Company Makes Money
Séché Environnement primarily makes money by providing waste management and environmental treatment services under contractual arrangements with industrial customers and, in some cases, public entities. Its main revenue streams typically include: ...

Seche Environnement Earnings Call Summary

Earnings Call Date:Sep 10, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Sep 09, 2026
Earnings Call Sentiment Neutral
The earnings call presented strong financial results with dynamic revenue growth and successful refinancing efforts, bolstered by significant contract wins and the integration of ECO. However, the company faced challenges with declining energy prices, chemical sector uncertainties, and delays in key projects which impacted the overall growth outlook.
Positive Updates
Dynamic Revenue Growth
The company reported a contributed revenue of EUR 580.1 million, up organically by over 7.5%, demonstrating dynamic growth in both France and internationally.
Negative Updates
Impact of Declining Energy Prices
The reduction in energy sale prices negatively impacted EBITDA by approximately EUR 15 million and is expected to continue affecting margins.
Read all updates
Q2-2025 Updates
Negative
Dynamic Revenue Growth
The company reported a contributed revenue of EUR 580.1 million, up organically by over 7.5%, demonstrating dynamic growth in both France and internationally.
Read all positive updates
Company Guidance
During the Séché Environnement call, the company provided guidance for the remainder of 2025, highlighting several key metrics from their H1 performance. The group reported a contributed revenue of EUR 580.1 million, reflecting an organic growth of over 7.5%, and an EBITDA of EUR 118.2 million, with a margin increase to 20.4% from 17.5% the previous year. The net income group share doubled from the same period last year, and the operating cash flow reached EUR 63 million. The company successfully reduced its net financial debt to EUR 813.7 million, achieving a financial leverage of 2.9x EBITDA. Looking ahead, Séché Environnement confirmed its revenue target of EUR 1.280 billion for 2025 but anticipated a limited increase in EBITDA margins due to declining energy prices impacting the circular economy segment. Despite this, the company remains committed to maintaining a financial leverage below 3x, excluding acquisitions, and emphasized its continued focus on cash flow generation and solid financial structure.

Seche Environnement Financial Statement Overview

Summary
Income statement shows cooling demand and profitability pressure (revenue down -4.49% in 2025 and net margin compressing to ~1.7%), while EBITDA margins remain fairly steady (~16%–19%). Balance sheet leverage is consistently high (debt-to-equity mostly ~2.2x–2.8x; 1.9x in 2025) and ROE has fallen sharply (~3.1% in 2025). Operating cash flow is a support, but free cash flow weakened notably in 2025 (FCF growth -32.23%) and conversion vs. net income is generally below 1.0x.
Income Statement
56
Neutral
Balance Sheet
48
Neutral
Cash Flow
59
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.21B1.19B1.09B972.68M790.12M
Gross Profit165.93M1.04B631.16M561.06M462.87M
EBITDA211.06M211.03M177.61M164.35M138.09M
Net Income20.63M35.50M47.83M44.61M28.38M
Balance Sheet
Total Assets2.61B2.12B1.59B1.40B1.22B
Cash, Cash Equivalents and Short-Term Investments705.82M169.75M162.47M126.17M172.20M
Total Debt1.25B1.02B781.85M739.01M671.76M
Total Liabilities1.73B1.53B1.24B1.09B949.92M
Stockholders Equity665.51M363.75M338.34M310.10M269.47M
Cash Flow
Free Cash Flow79.48M116.47M95.49M48.26M52.70M
Operating Cash Flow184.96M201.20M187.31M148.12M142.27M
Investing Cash Flow-118.55M-304.35M-168.73M-189.48M-117.61M
Financing Cash Flow452.32M106.20M18.76M-5.20M46.96M

Seche Environnement Technical Analysis

Technical Analysis Sentiment
Positive
Last Price18.48
Price Trends
50DMA
18.47
Positive
100DMA
18.83
Negative
200DMA
17.48
Positive
Market Momentum
MACD
<0.01
Positive
RSI
50.58
Neutral
STOCH
21.60
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SECVY, the sentiment is Positive. The current price of 18.48 is below the 20-day moving average (MA) of 18.58, above the 50-day MA of 18.47, and above the 200-day MA of 17.48, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 50.58 is Neutral, neither overbought nor oversold. The STOCH value of 21.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SECVY.

Seche Environnement Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$17.00B38.9315.64%5.07%15.63%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
59
Neutral
$5.77B973.390.36%13.59%-50.47%
55
Neutral
$721.84M28.8812.08%1.45%9.94%-37.83%
49
Neutral
$580.43M-1.35213.35%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SECVY
Seche Environnement
18.53
-5.30
-22.23%
CWST
Casella Waste
90.72
-6.79
-6.96%
CLH
Clean Harbors
321.98
79.55
32.81%
NVRI
Enviri Corporation
20.59
4.42
27.33%
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 06, 2026