Professional
Added to YB: 2026-05-06
Pitch date: 2026-04-30
AUUA.V [neutral]
Aluula Composites Inc.
+7.02%
current return
Author Info
Caro-Kann Capital is a research-intensive investment firm focused on small cap stocks. Visit the website.
Company Info
Aluula Composites Inc. manufactures and sells ultra-strong, lightweight, and recyclable composite materials for use across various industries in Sri Lanka, Vietnam, United States, Europe, Canada, Hong Kong, and internationally.
Market Cap
CAD 89.5M
Pitch Price
CAD 2.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
-86.79
P/E
-53.86
EV/Sales
9.96
Sector
Chemicals
Category
growth
Caro-Kann Capital Portfolio Holding: Aluula Composites Inc.
AUUA.V (holding update): UHMWPE composite fabrics w/o glue=lighter/stronger/durable vs competitors. FY25 rev C$7.8M, targeting 40-45% gross margin (can go higher at scale). Divested Ocean Rodeo to focus on pure-play materials supplier. Arc'teryx validation w/ Alpha SL pack. Emerging moat via IP, product redesign embedding, ingredient-brand playbook. 1Q26 raise funds 10x capacity expansion. Risks: mfg yield, customer concentration, working capital, execution, dilution. Path to scale if pipeline converts to orders & reaches profitability.
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