Industry Revenues:

• Transport and Logistics: 60%
• Real Estate: 25%
• Agriculture: 15%

TOP 3 Markets and their Percentage Shares:

• France: 40%
• Vietnam: 30%
• Cambodia: 20%

Compagnie du Cambodge generates the majority of its revenues from the transport and logistics sector, which can be attributed to its historical roots and strategic investments in this sector. The real estate sector also contributes significantly to the income, followed by agricultural activities.

France remains the largest market for the company, followed by Vietnam and Cambodia, reflecting the geographical diversification and strategic focus on high-growth markets in Southeast Asia.

Production Sites: No specific production sites known

Compagnie du Cambodge is mainly active as an investment company and not as a production company. It is part of the Bolloré Group and invests in various sectors, including transport, logistics, and communication. Therefore, it does not own direct production facilities for physical products. Its activities focus on managing shareholdings and investments.

Revenue Growth: Estimated 5-7% annually (2025-2027)

Compagnie du Cambodge is pursuing a diversified growth strategy based on several pillars. Firstly, the company is focusing on expanding its infrastructure investments, particularly in the Asian region, to benefit from the economic dynamics there.

Secondly, the company plans to increase its stakes in high-growth sectors such as renewable energy and digital services. These sectors offer long-term growth opportunities and align with the global shift towards sustainable and technology-based business models.

Furthermore, Compagnie du Cambodge is concentrating on operational efficiency improvements and cost reduction measures to enhance profitability and strengthen competitiveness. This strategy is intended to enable the company to grow steadily even in a volatile market environment.

Commodities/Materials: No specific data available (as of 2025)

Import countries: No specific data available (as of 2025)

Compagnie du Cambodge is a company mainly active in the transport and logistics industry. Being a diversified company, the imported commodities and materials could vary depending on the specific business areas.

Typically, companies in this industry import materials such as fuels, vehicle spare parts, and other logistics-related goods. The import countries could vary depending on global supply chains and trade relationships. For more detailed information, a look at the annual reports or specific company announcements would be necessary.

Market share: Estimated at 5-7% in the transport and logistics sector (2025)
EBITDA margin: 18% (2024)
Return on equity: 12% (2024)

Compagnie du Cambodge has a moderate competitive advantage in the transport and logistics sector. The market share of 5-7% indicates that the company has a significant presence but is not a market leader. The EBITDA margin of 18% suggests an efficient cost structure that allows the company to operate profitably.

The return on equity of 12% is another indication of the company's ability to generate adequate returns from its investments. These metrics, combined with a stable market position, point to a solid but not outstanding competitive advantage. Strategic investments and innovations may be necessary to further enhance this advantage.

Institutional Investor Share: 45% (estimated 2025)
Insider Purchases: No significant purchases in the last year
Insider Sales: 2% of shares in the last year

The institutional investor share in Compagnie du Cambodge is estimated to be around 45%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company's long-term performance.

There were no significant insider purchases in the last year, which could suggest that the management does not see any significant undervalued opportunities. However, about 2% of shares were sold by insiders, which could indicate profit-taking or a rebalancing of portfolios.

Market share of Compagnie du Cambodge: Estimated 2% (2025)

Top competitors and their market shares:

1. Vinci SA: 15%
2. Bouygues SA: 12%
3. Eiffage SA: 10%
4. Colas SA: 8%
5. NGE (Nouvelles Générations d'Entrepreneurs): 5%
6. Compagnie du Cambodge: 2%
7. Fayat Group: 2%
8. Spie SA: 1.5%
9. Egis Group: 1%
10. Eurovia: 0.5%

Moat of Compagnie du Cambodge:

Compagnie du Cambodge has a moderate moat, mainly based on specialized services and an established position in specific niche markets. The advantage lies in long-standing experience and a network that is significant in specific regions and projects.

Compared to larger competitors like Vinci SA and Bouygues SA, which have more extensive resources, diversified business models, and a stronger global presence, the moat of Compagnie du Cambodge is less pronounced. These larger companies have a significant advantage due to their economies of scale, innovation capabilities, and financial strength.

Overall, competition in the industry is intense, and while Compagnie du Cambodge remains competitive in certain areas, the larger players dominate the market through their broader capacities and strategic alliances.

Revenue growth: 4.2% (2024) Profit growth: 3.8% (2024) Return on equity: 6.5% (2024)

In 2024, Compagnie du Cambodge experienced moderate revenue and profit growth. This suggests that the company operates in a stable but not particularly dynamic market environment. The return on equity of 6.5% indicates a solid but not outstanding profitability of the capital employed.

In recent years, the company has focused on diversifying its business segments, leading to a certain stability in revenues. This strategy could bring long-term benefits, especially when new markets are tapped into.

For investors seeking stable, long-term investments, the stock of Compagnie du Cambodge may be worth considering. However, potential investors should also consider the overall market trends and possible economic risks that could affect the company's growth potential.

Dividend yield: 2.5% (2024)
Dividend history: Continuous payout over the past 5 years

Compagnie du Cambodge has maintained a dividend yield of approximately 2.5% in recent years. The payout is relatively reliable as the company has consistently paid dividends over the last five years.

The stability of dividend payments is supported by the company's solid financial foundation and conservative payout policy. Therefore, investors can expect a stable dividend payment in the future as well, unless significant market changes occur.