Professional
Added to YB: 2025-09-24
Pitch date: 2025-08-31
SDR.AX [neutral]
SiteMinder Limited
-8.47%
current return
Author Info
No bio for this author
Company Info
SiteMinder Limited, together with its subsidiaries, provides software and online licensing solutions in the Asia Pacific, Europe, the Middle East, Africa, and the Americas.
Market Cap
AUD 2.0B
Pitch Price
AUD 6.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
-125.17
P/E
-78.26
EV/Sales
8.78
Sector
Software
Category
growth
Lakehouse Small Companies Fund Portfolio Holding: SiteMinder Limited
SDR.AX (holding update): Revenue +17.7%, ARR +30.6% despite travel headwinds. Smart Platform products scaling well - Channels Plus hit 5,000 properties, Dynamic Revenue Plus launched 7 markets with multiple LTV uplift. Unit economics improved: LTV/CAC to 6.2x, FCF margin expanded 5pp to 2.1%. Mid-high 20% growth outlook.
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