Added to YB: 2026-09-11
Pitch date: 2026-09-09
VGO.WA [bullish]
VIGO Photonics S.A.
Author Info
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Company Info
VIGO Photonics S.A., together with its subsidiaries, manufactures and sells detection modules and semiconductor materials in Poland, Europe, North America, Asia, and internationally.
Market Cap
PLN 502.0M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
64.34
P/E
-26.99
EV/Sales
6.02
Sector
Electronic Equipment, Instruments and Components
Category
growth
The Perimeter Trade - $VGO
VGO.WA: VIGO Photonics is the only Warsaw-listed company offering traceable supply-chain exposure to Poland’s €43.7bn SAFE-funded defense buildout. Its military division expanded 78% between 2023 and 2025, and a binding PCO detector agreement is moving toward serial production; however, its Piorun-related seeker partnership remains a nonbinding LOI without a disclosed order, while the small revenue base, state-customer concentration and strong Polish equity rally constrain the payoff.
Read full article (9 min)