Ayvens/€AYV

1D1W1MYTD1Y5YMAX

About Ayvens

Ayvens, formerly known as ALD Automotive, is a French company specializing in full-service vehicle leasing and fleet management. Its offerings include full-service leasing, fleet management, mobility solutions, consultancy services, car auctions, and sale or leaseback options for fleet managers and drivers. The company was established in 1998 and rebranded to Ayvens in May 2024 following the acquisition of LeasePlan. Headquartered in Rueil-Malmaison, France, Ayvens operates in 42 countries, managing a fleet of approximately 3.3 million vehicles, including over 500,000 electric vehicles. As a subsidiary of Société Générale, Ayvens leverages its global presence and diverse service portfolio to address the evolving needs of corporate clients and individual consumers in the mobility sector.
Ticker
€AYV
Sector
Mobility
Primary listing
PAR
Employees
12,627
Headquarters
Puteaux, France

Ayvens Metrics

BasicAdvanced
€8.5B
9.33
€1.16
0.79
€1.33
5.46%

Bulls say / Bears say

Core profitability improved despite the used-car downturn: Q2 leasing and services margins rose 7.0% to €762 million, underlying margins increased 9.5% to €800 million, and the cost-to-income ratio improved to 50.3%. This indicates that pricing, mix and cost discipline are offsetting weaker remarketing income. (Ayvens)
Synergy delivery is progressing, with €112 million of Q2 synergies versus €86 million a year earlier and management reaffirming its €440 million full-year 2026 PowerUP target. Successful integration and additional efficiency gains could support earnings growth even without fleet expansion. (Ayvens)
Capital returns provide a near-term shareholder catalyst: Ayvens authorized a €450 million share buyback and a €0.32 exceptional dividend, forming part of approximately €700 million of distributions. The actions were supported by a 12.6% CET1 ratio and reported excess capital. (Ayvens)
Q2 2026 net income fell 8.7% year over year to €248 million, while the net used-car-sales result deteriorated to a €8 million loss from a €143 million gain a year earlier. This shows that used-vehicle economics remain a material earnings drag. (Ayvens)
Ayvens’ total fleet declined 4.7% year over year to 3.054 million vehicles, reflecting a portfolio review focused on profitability. The contraction raises concerns about near-term volume growth and operating leverage after the LeasePlan integration. (Ayvens)
Residual-value risk is rising as electrification accelerates: Q2 included €50 million of negative depreciation adjustments, including €41 million of prospective depreciation mainly linked to the UK battery-electric-vehicle market. A higher BEV mix could therefore pressure future remarketing profits if used-EV prices weaken further. (Ayvens)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.