Professional
Added to YB: 2026-01-29
Pitch date: 2026-01-23
ALLOG.PA [neutral]
Logic Instrument S.A.
+10.87%
current return
Author Info
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Company Info
Logic Instrument S.A. manufactures and sells mobile computers for the defense and corporate sectors in France, Germany, and internationally.
Market Cap
EUR 17.2M
Pitch Price
EUR 1.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.15
P/E
10.37
EV/Sales
0.51
Sector
Technology Hardware, Storage and Peripherals
Category
value
Fairlight Alpha Fund Portfolio Holding: Logic Instrument S.A.
ALLOG.PA (holding update): Sales increased from €27M to €40M run rate, up 96% since purchase. CEO targets €75M 2026 revenue (vs €32M 2025) driven by Distrame acquisition (+€26M), German defense billing, GLACIER/Artic growth. At €17M market cap, conservative €50M revenue/8% margins = €4M pre-tax earnings. Bull case €75M/10% = €8M.
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