Added to YB: 2025-11-20
Pitch date: 2025-11-18
NA9.DE [bullish]
Nagarro SE
+24.42%
current return
Author Info
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Company Info
Nagarro SE, together with its subsidiaries, provides digital product engineering and technology solutions in Germany, the United States of America, and internationally.
Market Cap
EUR 989.7M
Pitch Price
EUR 64.50
Price Target
N/A
Dividend
1.31%
EV/EBITDA
10.26
P/E
20.39
EV/Sales
1.23
Sector
IT Services
Category
value
Nagarro (NA9 Germany): momentum returns as digital demand and margin discipline align
NA9.DE (quick overview): Q3 organic growth >8% (double H1 pace), all regions contributing; EBITDA margin hit 17.3% (+300bps YoY) vs expectations on resource optimization; mgmt targeting 18% margins medium-term; AI/digital transformation demand stabilizing; 6%+ share buyback planned; trades at discount to EU IT peers despite recovery momentum.
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