Added to YB: 2025-08-12
Pitch date: 2025-08-09
CAMBI.OL [neutral]
Cambi ASA
-19.42%
current return
Author Info
Silba shares business stories that make you smarter. We explore fascinating companies you've never heard of, making complex ideas simple through clear storytelling. Sign up for the newsletter.
Company Info
Cambi ASA provides thermal hydrolysis solutions for sewage sludge and organic waste management in Europe, the Americas, Asia, Africa, and Oceania.
Market Cap
NOK 3.5B
Pitch Price
NOK 20.97
Price Target
N/A
Dividend
1.39%
EV/EBITDA
16.55
P/E
N/A
EV/Sales
3.22
Sector
Machinery
Category
special_situation
[CAMBI] Cambi ASA: The 60% Margin Business Nobody Can Replace or Defend
CAMBI.OL (overview): Thermal hydrolysis monopolist (90% market share ex-China) processing sewage for 120M people globally. 62% gross margins, 30% ROIC. Family-owned (59%). Challenges: Working capital consuming 53% of revenue, EBITDA margins compressed to 21.9%, Q1'25 order intake -58%. PFAS regulation risks as THP concentrates not destroys forever chemicals.
Read full article (29 min)