Added to YB: 2026-08-19
Pitch date: 2026-08-16
TELY.TO [bullish]
TelyRx Holdings Inc.
Author Info
Miroslav Stepanek is investing in small cap companies. Sign up for the newsletter.
Company Info
TelyRx Holdings Inc. operates as a vertically integrated technology-enabled healthcare and pharmacy services company which develops and operates a digital pharmacy platform.
Market Cap
CAD 91.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.97
P/E
-2.88
EV/Sales
1.21
Sector
Consumer Staples Distribution and Retail
Category
growth
TelyRX - a rapidly growing digital pharmacy
TELY.TO: US digital pharmacy targeting out-of-pocket segment. 2Q26 sales +143% YoY to $22.6M, 57% gross margin. FY26 outlook $112M (H1 delivered $41M); trades 0.8x FY26 P/S, 0.7x EV/S. $91M mcap, $74M EV. H2 catalysts: mobile app, 500 drugs, $4M adj EBITDA. TrumpRX tailwind, 55% insider ownership. Profitable if marketing cut; expects profitability 2027. Key risk: long-term durability vs Amazon/competition, regulatory. Cheap on illiquidity/Canada listing.
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