Added to YB: 2026-09-25
Pitch date: 2026-09-22
CER.L [neutral]
Cerillion Plc
-0.71%
current return
Author Info
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Company Info
Cerillion Plc engages in the provision of software for billing, charging, and customer relationship management to the telecommunications sector in the United Kingdom, Europe, the Middle East and Africa, the Americas, and the Asia Pacific.
Market Cap
GBP 206.8M
Pitch Price
GBP 7.05
Price Target
N/A
Dividend
2.30%
EV/EBITDA
9.87
P/E
15.12
EV/Sales
4.20
Sector
Software
Category
value
Cerillion Stock Analysis: Mission-Critical Software, Exceptional Margins, and a Concentration Risk Too Large to Ignore
CER.L (overview): Cerillion’s mission-critical telecom billing software, high switching costs and 93% revenue from existing customers support exceptional economics, with normalized owner earnings estimated at 49p-56p per share and more than £30 million of net cash. At 700p-850p, expected returns approach 10%-12%, but the largest customer generated 29% of fiscal 2025 revenue, making order timing and customer dependence the critical unresolved risks.
Read full article (4 min)