Added to YB: 2025-09-11
Pitch date: 2025-09-09
SDL.NZ [bullish]
Solution Dynamics Limited
-5.56%
current return
Author Info
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Company Info
Solution Dynamics Limited provides customer communication solutions in New Zealand, Australia, the United States, and Europe.
Market Cap
NZD 10.9M
Pitch Price
NZD 0.72
Price Target
N/A
Dividend
4.05%
EV/EBITDA
0.15
P/E
4.16
EV/Sales
0.03
Sector
Software
Category
value
Negative EV, Profitable, Share Buybacks, Hidden Software Business - Solution Dynamics Limited
SDL.NZ: NZ customer comms co trading below NZ$0.76 net cash/share at NZ$0.74 after losing 20-25% revenue customer. 58% software (sticky SaaS), 42% services, 19% revenue CAGR decade, asset-light 2% capex. Mgmt guides NZ$0.1-0.6M FY26 income vs NZ$2.6M FY25, but growth drivers include NZ market share gains, Three Waters reform, mortgage refinancing recovery. Risks: customer concentration, illiquid.
Read full article (7 min)