Professional
Added to YB: 2026-09-09
Pitch date: 2026-09-04
EOL.AX [neutral]
Energy One Limited
-1.16%
current return
Author Info
Company Info
Energy One Limited engages in the provision of software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe.
Market Cap
AUD 503.9M
Pitch Price
AUD 15.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.49
P/E
64.00
EV/Sales
7.29
Sector
Software
Category
special_situation
August 2026 Update - Energy One Limited
EOL.AX (update): Energy One’s proposed $99.8m all-scrip acquisition of European energy-software provider GMSL is expected to lift EPS by roughly 35% and increase Europe’s revenue share from 56% to 70%. The deal follows a non-binding $17-per-share proposal for Energy One less than a month earlier, which is now considered off the table. FY26 revenue rose 14% and NPAT 38%, with meaningful cash flow reducing debt. Combined underlying FY26 EPS of $0.397 implies a ~40x P/E, while the larger entity’s growth should slow.
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