Added to YB: 2026-08-13
Pitch date: 2026-08-10
LMN.V [neutral]
Lumine Group Inc.
-6.49%
current return
Author Info
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Company Info
Lumine Group Inc. develops, installs, and customizes software, and related professional and support services worldwide.
Market Cap
CAD 4.7B
Pitch Price
CAD 26.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.62
P/E
44.54
EV/Sales
5.69
Sector
Software
Category
value
Lumine Q2 206
LMN.V (earnings): Q2 rev +28% YoY to $235.1M (Synchronoss-driven, +1% organic); recurring rev +34% now 76% of mix, low-margin prof services shrinking on purpose. Cash EBITA ~$111.9M, 47.6% margin. GAAP NI -35% on non-cash amort noise. G&A growth decelerated 95%→34%. FCF/sh -17% to $60.4M on debt/WC. Deployed $543M across 3 deals in 6mo (Synchronoss, Imagine, Quortex) vs $4.6B mkt cap, $846M TTM rev. Watch ROIC as messy Q3 digestion looms.
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