Added to YB: 2026-06-09
Pitch date: 2026-04-09
SLYG.F [bullish]
Shelly Group SE
+7%
current return
Author Info
No bio for this author
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
EUR 55.70
Price Target
80.00 (+31%)
Dividend
N/A
EV/EBITDA
31.61
P/E
40.60
EV/Sales
6.91
Sector
Electronic Equipment, Instruments and Components
Category
growth
Shelly Group SE - $SLYG.F
SLYG.F: IoT smart-home platform leader, down 28% from highs at 17x NTM EBITDA, growing 30-40%. FY25 rev €149.7M (+40% YoY), 58% GM. Sell-off on Q4 receivables build (channel shift to pros, not stuffing). Catalysts: 2026 camera/LOQED lock launches, US expansion, SaaS pivot (2.7M cloud users). PT €80-90, 40%+ upside.
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