Added to YB: 2026-09-15
Pitch date: 2026-09-11
ILYDA.AT [bullish]
Ilyda SA
+0.23%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
Company Info
Ilyda SA engages in software development business in Greece. It offers enterprise resource planning systems, such as Business Suite MegaTron ERP; MegaTron Retail System; MegaTron for access control; Dioscourides, a pharmacy application; MegaTron pharma ERP; MegaTron DEYA; LIS Bio-Diagnosis; VitaCard, a consumer card; software development made to order; provision of integrated it systems; and Unilink.
Market Cap
EUR 59.1M
Pitch Price
EUR 4.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.55
P/E
9.91
EV/Sales
5.21
Sector
Software
Category
growth
A software monopoly priced like a no-growth microcap - Ilyda SA
ILYDA.AT (monitor): Ilyda is a profitable vertical-software microcap with net cash, dominant positions across Greek pharmacies and universities, sub-5% churn and 50% recurring revenue, yet trades at 11x trailing earnings and 8x 2026E. The payoff is framed as a flat-year downside versus a re-rate and 20% earnings compounding, but opaque tender timing, limited disclosure and reliance on a 73–74-year-old founder-CEO constrain visibility beyond 2027.
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