Professional
Added to YB: 2025-08-18
Pitch date: 2025-08-14
52C.F [neutral]
2CRSI S.A.
+16.41%
current return
Author Info
ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.
Company Info
2CRSI S.A., together with its subsidiaries, develops, manufactures, and distributes computing solutions in France and internationally.
Market Cap
EUR 226.3M
Pitch Price
EUR 10.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.00
P/E
N/A
EV/Sales
1.65
Sector
Technology Hardware, Storage and Peripherals
Category
turnaround
Is 2CRSi really becoming an AI infrastructure play?
52C.F (overview): Server mfr transforming from distressed to AI infrastructure player. Order book on fire: $100M US, $54M UK, €47M Malaysia AI-server deals. Post-reset, revenue jumped 5x to €167.6M, EBITDA positive €6.4M, debt down €30M→€9M. Targeting €300M+ revenue at 12%+ margins. Cheap at <7x fwd EV/EBITDA for 100%+ growth. Risks: NVIDIA reliance, execution at scale.
Read full article (6 min)