Added to YB: 2025-09-04
Pitch date: 2025-07-15
LYTS [bullish]
LSI Industries Inc.
+27.17%
current return
Author Info
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Company Info
LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States.
Market Cap
$675.4M
Pitch Price
$17.36
Price Target
32.70 (+48%)
Dividend
0.89%
EV/EBITDA
12.11
P/E
27.40
EV/Sales
1.23
Sector
Electrical Equipment
Category
growth
LSI INDUSTRIES INC- $LYTS
LYTS: Small-cap L&D manufacturer targeting $800M rev/$100M EBITDA by FY28. CEO Clark delivered 22% 7-yr IRR via operational improvements & strategic M&A. Only scaled combo lighting/display provider serving national accounts. 70% US manufacturing protects vs tariffs. Base case: 17% IRR on 15x FCF. M&A case: 24% IRR with $32.70 target.
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