Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
SLYG.F [neutral]
Shelly Group SE
+0.78%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
Shelly Group SE, together with its subsidiaries, engages in the internet of things business in Bulgaria, European Union, and internationally.
Market Cap
EUR 1.9B
Pitch Price
EUR 51.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.49
P/E
39.32
EV/Sales
6.60
Sector
Electronic Equipment, Instruments and Components
Category
growth
Arauca Capital Portfolio Holding: Shelly Group SE
SLYG.F (holding update): German IoT platform targeting €160M 2025 revenue (€200M 2026). EcoFlow partnership embeds Shelly into $1.2B solar ecosystem. Proprietary cloud costs $0.06/device vs competitors' $0.50. New Bulgaria factory: 10M modules/month capacity. Trades 18.5x 2026 EBIT despite optionality.
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