Professional
Added to YB: 2024-11-15
Pitch date: 2024-11-06
ALLOG.PA [bullish]
Logic Instrument S.A.
+84.68%
current return
Author Info
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Company Info
Logic Instrument S.A. manufactures, distributes, and sells mobile computers for professional applications.
Market Cap
EUR 21.7M
Pitch Price
EUR 0.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.26
P/E
13.08
EV/Sales
N/A
Sector
Technology Hardware, Storage and Peripherals
Category
value
Fairlight Alpha Fund Portfolio Holding: Logic Instrument S.A.
ALLOG.PA: Rugged device maker for defense/industrial. Rev +136% YTD Q3, margins up (5.3% to 7.1%). Trades at 5.3x P/E, 4.9x EV/E. CEO targets €32M rev 2024, €50M 2025. Growth via own products (Fieldbook) & M&A (Elexo). MIL-STD-810 compliant. Extremely mispriced given growth trajectory.
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