Added to YB: 2026-01-22
Pitch date: 2026-01-20
PNG.V [neutral]
Kraken Robotics Inc.
+7.63%
current return
Author Info
Company Info
Kraken Robotics Inc., a marine technology company, engages in the design, manufacture, and sale of sonar and optical sensors, batteries, and underwater robotic equipment for unmanned underwater vehicles used in military and commercial applications in Canada, the Asia Pacific, Europe, the Middle East, Africa, North America, and internationally.
Market Cap
CAD 2.3B
Pitch Price
CAD 7.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
103.86
P/E
123.34
EV/Sales
21.69
Sector
Electronic Equipment, Instruments and Components
Category
growth
Kraken Robotics: Bootstrapping the Digital Twin of the Ocean.
PNG.V (watchlist): Building 'digital twin of ocean' via subsea batteries/sonar sales & robotics-as-a-service. Revenue growing exponentially w/ rising ROIC, flat CapEx = 'Tesla Algorithm' pattern. Strong M&A track record, 85% service revenue growth from 3D at Depth acquisition adds millimeter-resolution capabilities. 70-80% revenue from superior energy-density batteries. Defense customers include major US/EU primes. Risks: non-founder CEO, manufacturing delays, negative cash flow, share dilution.
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