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Analyses on Eldan Transport (3)
- March 25, 2026March 25, 2026
- Follow-up
Eldan Transportation: earnings quality between used-car prices and depreciation assumptions
Eldan’s 2025 earnings quality weakened mainly because used-car disposal economics deteriorated while the rental core held up, and the updated depreciation methodology softened part of that hit while potentially supporting 2026 optics as well.
- Follow-up
Eldan Transportation: what really sits between the collateral and the next refinancing test
Eldan is far from an equity-covenant breach, but the real refinancing test sits in the collateral layer: some secured series run very close to their LTV ceiling, so the story still depends on vehicle values, excess collateral, and continued debt-market access.
Eldan Transportation 2025: the contract book is holding, but cash and profit quality are still on trial
Eldan’s contracts and fleet are still holding demand, but weaker vehicle-sale profit, negative operating cash flow and the need for more comfortable collateral headroom leave 2026 as a bridge and proof year.
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