Added to YB: 2025-05-20
Pitch date: 2025-05-18
LSI.WA [neutral]
LSI Software S.A.
+61.75%
current return
Author Info
No bio for this author
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Company Info
LSI Software S.A. develops software for enterprise resource planning, retail chains, gastronomy, hotels, and sports and recreation facilities.
Market Cap
PLN 51.0M
Pitch Price
PLN 18.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.70
P/E
8.78
EV/Sales
0.72
Sector
Software
Category
value
Show full summary:
Finding Undiscovered Durable Value in Poland - LSI Software S.A.
LSI.WA (quick overview): Polish hospitality software leader at EV $15.14M, trading at 8.1x EBIT, 1.82x TBV. 8.8% 3yr rev CAGR, 19.9% EPS CAGR, 11% ROIC. Q1'25 rev +26% YoY. Benefiting from Poland's mandatory online cash register law. Temporary value obscured by board-activist dispute. Founder chairs with 17.84% stake.
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