Morgan Stanley weighs in on news Orange may acquire remaining 50% stake in MasOrange Spain

Published 16/06/2025, 11:20
© Reuters.

Investing.com -- Orange has reportedly hired advisors to explore acquiring the remaining 50% stake in its Spanish joint venture MasOrange Spain, according to information from Expansion.

The French telecommunications company currently owns half of the Spanish joint venture, with the other 50% held by private equity partners. Orange does not currently consolidate the business in its financial reporting.

If Orange proceeds with the acquisition, estimates suggest the company would re-consolidate approximately €1.6 billion of operating free cash flow by fiscal year 2026.

The report from Friday values the 50% stake at between €5.5 billion and €6.5 billion, which would imply an enterprise value of €23.2 billion to €25.2 billion. This represents 8.3 to 9.0 times the estimated 2026 EBITDAaL (EBITDA after leases).

Morgan Stanley (NYSE:MS) analysts noted, "We believe that potential FCF accretion would be meaningful, ranging between +12% and +19% (based on the article’s prices, cost of debt of 5%, FY 26e-27e)."

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