Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
EXPL.PA
STRONG BUYAPPROVEGet insider-trade alertsEPC Groupe · Basic Materials · France · $663M · Avg Vol: $54K/d
EPC Groupe is a leading manufacturer of industrial explosives and drilling/blasting services. The extraction of copper and critical minerals requires massive, continuous blasting operations. Explosives are highly regulated, localized products with immense switching costs and high barriers to entry. EPC Groupe possesses strong pricing power and directly benefits from the volume ramp-up in global mining and localized infrastructure construction.
COMPANY DESCRIPTION
EPC Groupe is a global manufacturer, distributor, and engineering service provider of commercial explosives and drilling solutions for mining, demolition, and civil engineering. Its formidable competitive moat is derived from strict regulatory safety licenses, hazardous transport barriers, and integrated custom blasting software. EPC Groupe is a vertically integrated, international niche player operating in highly regulated, high-barrier markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 532.5M | 549.3M | 558.3M | 614.1M | 4.9% |
| EPS | 9.57 | 11.57 | 12.63 | 15.26 | 16.8% |
| Shares | 2.3M | 2.3M | 2.3M | 2.3M | 0.0% |
| Debt | 131.8M | 134.5M | 121.3M | 133.4M | 0.4% |
| Equity | 138.7M | 159.2M | 189.6M | 213.8M | 15.5% |
| Op CF | 23.4M | 37.7M | 76.3M | 67.2M | 42.1% |
| Inv CF | -31.0M | -19.3M | -30.7M | -41.7M | — |
| Fin CF | 14.0M | -20.9M | -41.8M | -12.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of EXPL.PA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| EXPL.PA | EPC Groupe(you) | $663M | 82 | STRONG BUY |
| NK.PA | Imerys S.A. | $2.1B | 58 | HOLD |
| AKE.PA | Arkema S.A. | $4.8B | 93 | STRONG BUY |
| ALCRB.PA | Carbios SAS | $115M | 10 | STRONG SELL |
| JCQ.PA | Jacquet Metals SA | $490M | 95 | STRONG BUY |
| AI.PA | L'Air Liquide S.A. | $125.2B | 66 | BUY |
| AIL.DE | AIR LIQUIDE-SA ET.EXPL.P.G.CL.A | $125.0B | 66 | BUY |
| RBT.PA | Robertet SA | $1.9B | 83 | STRONG BUY |
| FAR.TO | Foraco International SA | $179M | 71 | BUY |
| VCT.PA | Vicat S.A. | $3.4B | 92 | STRONG BUY |
Peer medians: ROE 9.5% · P/E 17.7x · Gross margin 36.1%