Professional
Added to YB: 2026-09-09
Pitch date: 2026-09-04
SLYG.F [neutral]
Shelly Group SE
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
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
N/A
Price Target
N/A
Dividend
0.21%
EV/EBITDA
29.01
P/E
36.95
EV/Sales
6.69
Sector
Electronic Equipment, Instruments and Components
Category
N/A
Arauca Capital Portfolio Holding: Shelly Group SE
SLYG.F (exited position): Shelly Group was fully exited above €60 between February and early March 2026, following the release of Q4 2025 results. The investment became a six-bagger over approximately three years, but as the company grew larger, the view increasingly was that it needed to evolve in many aspects to match its new scale.
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