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Added to YB: 2026-04-21

Pitch date: 2026-04-19

VGO.WA [bullish]

VIGO Photonics S.A.

+4.39%

current return

Author Info

No bio for this author

Company Info

VIGO Photonics S.A. manufactures and sells semiconductor materials, and devices for photonic and microelectronic applications worldwide.

Market Cap

PLN 559.9M

Pitch Price

PLN 638.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

116.50

P/E

-214.36

EV/Sales

6.43

Sector

Electronic Equipment, Instruments and Components

Category

growth

Show full summary:
$VGO Vigo Photonics - A tiny Polish semiconductor company you've probably never heard of.

VGO.WA: Polish mid-IR photon detector maker, PLN 93M rev 2025 (+19% YoY), >PLN 100M order intake. Moat: photon-detector sensitivity without cooling vs rivals' liquid N₂ need, 35+ yrs materials science. Defense +78% 2024, PLN 191.9M Polish army contract thru 2031, bought US rival InfraRed Associates $8.4M for US defense access. Risks: unprofitable, China tellurium/InP substrate reliance, illiquid WSE.

Read full article (1 min)