Added to YB: 2025-11-04
Pitch date: 2025-10-31
AL2SI.PA [bullish]
2CRSI S.A.
+17.79%
current return
Author Info
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Company Info
2CRSI S.A., together with its subsidiaries, develops, manufactures, and distributes computing solutions in France and internationally.
Market Cap
EUR 226.3M
Pitch Price
EUR 10.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.00
P/E
N/A
EV/Sales
1.65
Sector
Technology Hardware, Storage and Peripherals
Category
growth
2CRSi (2CRSI France): ugly print, but eyes fixed on a scale-up inflectiont
AL2SI.PA (quick overview): EBITDA dropped to €5.6m (2.5% margin) on €221m revenue after delivery misstep, but strong pipeline includes $54m UK, $47m Malaysia, $290m US framework deals. Mgmt targets €300m+ revenue, €36m EBITDA by FY25-26 (60%+ growth). Net debt only €5m. AI demand expanding beyond hyperscalers favors bespoke strength.
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