Professional
Added to YB: 2025-09-24
Pitch date: 2025-08-31
AD8.AX [neutral]
Audinate Group Limited
-7.87%
current return
Author Info
No bio for this author
Company Info
Audinate Group Limited engages in develops and sells digital audio visual (AV) networking solutions Australia and internationally.
Market Cap
AUD 377.4M
Pitch Price
AUD 4.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
313.97
P/E
-58.49
EV/Sales
4.33
Sector
Electronic Equipment, Instruments and Components
Category
value
Lakehouse Small Companies Fund Portfolio Holding: Audinate Group Limited
AD8.AX (holding update): Audio networking leader w/ Dante standard dominates 14x vs nearest competitor. Rev -32% to $62M on OEM inventory cycle, but gross profit only -25% to $51M. Mgmt guides 13-15% gross profit growth FY26 (2-3x industry). 129 design wins, 4,603 Dante products. Trading at lowest multiple since IPO w/ 20% mcap in cash.
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