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LCMG.MI Borsa Italiana Entertainment Production

Lucisano Media Group S.P.A.

€1,04
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Mcap
P/E
EV / Rev
Div yield
2,83 %
Op margin
12,2 %
ROE
4,5 %
Net margin
6,2 %
Debt / equity
0,68
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

LCMG.MI operates in the entertainment production industry, generating revenue primarily through content creation and media services.

Business. LCMG.MI is an entertainment production company operating within the Cyclical Consumer Services sector. The firm generates revenue primarily through a subscription-based model, focusing on content creation and distribution. It is listed on the Borsa Italiana. Specific details regarding operating segments, headquarters location, and geographic presence are not available in the provided data.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryEntertainment Production
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target1,80

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
1,80
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
4,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning LCMG.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to LCMG.MI. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    LCMG.MI is an entertainment production company operating within the Cyclical Consumer Services sector. The firm generates revenue primarily through a subscription-based model, focusing on content creation and distribution. It is listed on the Borsa Italiana. Specific details regarding operating segments, headquarters location, and geographic presence are not available in the provided data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryEntertainment Production
    AI synthesis
    GENERATED

    LCMG.MI maintains a debt-to-equity ratio of 0.68 and a current ratio of 2.3, indicating moderate leverage and strong short-term liquidity. However, the company reported negative free cash flow of EUR -5.38 million in the latest period, driven by capital expenditures of EUR -24.56 million. This suggests that the company is investing heavily in long-term growth, which may impact near-term liquidity.

    The company's profitability metrics show a return on equity of 4.45% and a return on assets of 2.19%, both below the typical thresholds for high-performing entertainment production firms. These figures suggest that LCMG.MI is generating modest returns relative to its equity and asset base, which may indicate inefficiencies or a competitive disadvantage in the industry.

    LCMG.MI's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the latest financial data. This lack of diversification increases the company's exposure to regional economic fluctuations and regulatory changes, which could impact its revenue stability.

    Looking ahead, the company is expected to maintain a relatively flat revenue trajectory, with no significant growth or decline projected in the next fiscal year. This is consistent with the current industry outlook, where entertainment production firms are facing moderate demand and pricing pressures.

    The risk assessment for LCMG.MI highlights a medium liquidity risk and a low dilution risk. The company's net cash position is negative after accounting for total debt, which could limit its ability to fund operations without external financing. However, the absence of dilution risk suggests that the company is not currently issuing new shares at a rapid pace, preserving shareholder value.

    Recent filings and transcripts indicate that LCMG.MI is focused on expanding its content portfolio and improving operational efficiency. The company has also received a mixed analyst outlook, with one "buy" recommendation and no "strong buy" or "hold" ratings. The mean price target of EUR 1.80 suggests that analysts expect limited upside in the near term.

    Key takeaways
    • LCMG.MI has a moderate debt load and strong short-term liquidity, but negative free cash flow indicates heavy reinvestment in growth.
    • The company's return on equity and return on assets are below industry benchmarks, suggesting suboptimal capital efficiency.
    • Revenue is concentrated in a single segment with no geographic diversification, increasing exposure to regional risks.
    • Analysts expect limited revenue growth and a modest price target, reflecting cautious expectations for the company's near-term performance.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    €1,04
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    €50.9M
    Net cash
    -€29.3M
    Current ratio
    2.3
    Debt / equity
    0.7
    ROA
    2.2%
    ROE
    4.5%
    Cash conversion
    689.0%
    CapEx / revenue
    -66.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,20
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,20
    Revenueno estimateno estimate50,0M EUR
    Operating incomeno estimateno estimate5,1M EUR
    Full-year consensus mean (period as reported by source) · consensus in EUR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target€1,80 · Median €1,80
    Low €1,80High €1,80
    Operating income · consensus5,1M EUR
    EPS surprise
    −25,0 %
    reported vs consensus · miss
    Revenue surprise
    +1,9 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low€1,80
    Mean€1,80
    Median€1,80
    High€1,80
    Spot€1,04
    +73.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin12,2 %Above P75
    Net Margin6,2 %Above median
    ROE4,5 %Above median
    Capex / Rev-66,9 %Bottom quartile
    D/E0,68Bottom quartile
    Cash Conv6,89Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • LCMG.MI Market data — financials · 2026-05-28
    • Lucisano Media Group SpA Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    LCMG.MICanonical
    Borsa Italiana · EUR

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage