Added to YB: 2025-06-04
Pitch date: 2025-05-30
CER.L [neutral]
Cerillion Plc
-16.39%
current return
Author Info
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Company Info
Cerillion Plc engages in the provision of software for billing, charging, and customer relationship management to the telecommunications sector in the United Kingdom, Europe, the Middle East and Africa, the Americas, and the Asia Pacific.
Market Cap
GBP 475.6M
Pitch Price
GBP 18.42
Price Target
N/A
Dividend
0.96%
EV/EBITDA
20.34
P/E
28.65
EV/Sales
9.80
Sector
Software
Category
value
Exploring AIM: A-Z Part 6 - Cerillion (Ticker: CER)
CER.L (quick overview - pass): Telecoms billing software with 30% ROIC, >40% margins, no debt. H1 revenue -7%, profits -10% due to license timing shift to H2 2025. Order book +7%, recurring revenue 40% and growing. Customer concentration risk: 20% from one client. Founder-CEO owns 30%. Expensive at 30x fwd P/E, watching for better entry.
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