Professional
Added to YB: 2025-08-18
Pitch date: 2025-08-14
52C.F [neutral]
2CRSI S.A.
+117.29%
current return
Author Info
No bio for this author
Company Info
2CRSI S.A., together with its subsidiaries, develops, manufactures, and distributes end-to-end computing solutions in France and internationally.
Market Cap
EUR 345.6M
Pitch Price
EUR 10.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
89.82
P/E
162.32
EV/Sales
1.62
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.
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