Professional
Added to YB: 2025-07-04
Pitch date: 2025-07-03
GTK.NZ [neutral]
Gentrack Group Limited
-29.34%
current return
Author Info
No bio for this author
Company Info
Gentrack Group Limited engages in the development, integration, and support of enterprise billing and customer management software solutions for the energy and water utility, and airport industries.
Market Cap
NZD 1.4B
Pitch Price
NZD 12.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
72.11
P/E
141.98
EV/Sales
5.91
Sector
Software
Category
growth
TAMIM Fund - Australia All Cap Unit Class Portfolio Holding: Gentrack Group Limited
GTK.NZ (holding update): Revenue +9.8% to $112m, recurring rev +16.7% to $76.4m. EBITDA +5.1% to $13m, NPAT +34.7% to $7.2m. Cash $70.7m vs $39.3m H1'24. Utilities recurring rev +17%, Veovo +24%. Key wins: UK's Utility Warehouse + airport deals. FY25 forecast: $230m rev, >12% EBITDA margin. Catalyst: new contracts next 3-6m.
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