Professional
Added to YB: 2026-01-29
Pitch date: 2026-01-23
SLYG.F [neutral]
Shelly Group SE
Author Info
Fairlight Capital is a value-focused alternative investment manager. Sign up for the newsletter.
Company Info
Shelly Group SE, together with its subsidiaries, engages in the acquisition, management, evaluation, and sale of interests in Bulgaria and internationally.
Market Cap
EUR 1.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.61
P/E
40.60
EV/Sales
6.91
Sector
Electronic Equipment, Instruments and Components
Category
growth
Fairlight Alpha Fund Portfolio Holding: Shelly Group SE
SLYG.F (holding update): IoT leader w/ 40.2% 2024 rev growth, 44% 1H 2025 YOY. Pivoted from hobbyist to pro infrastructure channel; DIN-rail Pro line becoming electrician standard in DACH. Smart software strategy integrates w/ Home Assistant & KNX vs competing. Positioned as pragmatic winner in fragmented residential IoT market.
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