Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-24
SLYG.F [bullish]
Shelly Group SE
Author Info
Deep Sail Capital's strategy puts more emphasis on business models and growth potential than solely on valuations. They seek to understand in depth the industry dynamics of the companies we are invested in. The fund has three core investment focuses: quality, microcaps, and special situations. Follow on Twitter/X.
Company Info
Shelly Group SE designs, manufactures, and distributes IoT products in Bulgaria, Germany, and the United States.
Market Cap
EUR 1.2B
Pitch Price
N/A
Price Target
N/A
Dividend
0.37%
Sector
Electronic Equipment, Instruments and Components
Category
growth
Deep Sail Capital Portfolio Holding: Shelly Group SE
SLYG.F: Smart home IoT leader, 40%+ YoY growth. Uplisted to Frankfurt XTRA, held Capital Markets Day. New strategy: integrated platform, software focus. Geographic expansion, new products (cameras, locks). Shift to pro installers. 16x NTM EBITDA, 25% below previous valuation. 5x growth potential by 2030.
Read full article (4 min)