Added to YB: 2025-09-09
Pitch date: 2025-09-06
PSAN.DE [neutral]
PSI Software SE
+64.23%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.
Company Info
PSI Software SE develops and integrates software solutions and products for optimizing the flow of energy and materials for utilities and industry worldwide.
Market Cap
EUR 419.7M
Pitch Price
EUR 27.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.86
P/E
-3.6K
EV/Sales
1.54
Sector
Software
Category
turnaround
PSI Software SE - $PSAN.DE
PSAN.DE pass: Mission-critical software for energy grids, manufacturing & logistics. Sticky revenue from utility/industrial customers. SaaS transition underway targeting 15% EBIT margins by FY28 vs current negative due to cyberattack. ~15x NTM EBITDA fair value but larger competitors like Siemens likely have edge.
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