French Hidden Champions

French Hidden Champions

Robertet : feedback from a one to few meeting

Maintenance capex numbers and some interesting details

Jeremy's avatar
Jeremy
May 16, 2026
∙ Paid

It is always good to be able to see the management is a more relaxed setting and with a fewer number of investors. Interaction is stronger and we can go straight to the tough or very specific question.

There was the confirmation that Asia and Latin America have more affluent clients which requires more creativity and as such Robertet can help a lot.

Robertet now has an investor relations director (who will also be working on M&A) and I got to see him for the first time. I think it is a coherent hire as Robertet has been increasing its financial communication (capital markets day, meetings with investors).

As always the question is why this increased communication and I was lucky to be able to take the lead in the Q&A as Robertet is a company which I know well.

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