Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
INT.ST [neutral]
Intellego Technologies AB
-69.65%
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
Intellego Technologies AB manufactures and sells ultraviolet indicators in Sweden, the United Kingdom, the United States, Europe, China, and internationally.
Market Cap
SEK 1.6B
Pitch Price
SEK 153.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.87
P/E
4.69
EV/Sales
1.87
Sector
Electronic Equipment, Instruments and Components
Category
growth
Arauca Capital Portfolio Holding: Intellego Technologies AB
INT.ST (holding update): UV dosimeter consumables for hospital disinfection & industrial curing. SEK 100M EBIT in 2024, mgmt achieved full-year SEK 400M EBIT guidance by Sept. Expects SEK 800M revenue, SEK 550M EBIT next year (50-70% margins, 50%+ growth). Trading 4.9B SEK mcap vs single-digit EBIT multiple. Henkel partnership, $360M Asia deals insured by Swedish govt. High-margin recurring consumable model.
Read full article (5 min)