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Added to YB: 2025-01-27

Pitch date: 2025-01-25

NA9.DE [bullish]

Nagarro SE

-3.89%

current return

Author Info

No bio for this author

Company Info

Nagarro SE, together with its subsidiaries, provides digital product engineering and technology solutions in Germany, the United States of America, and internationally.

Market Cap

EUR 989.7M

Pitch Price

EUR 81.78

Price Target

N/A

Dividend

1.31%

EV/EBITDA

10.26

P/E

20.39

EV/Sales

1.23

Sector

IT Services

Category

value

Show full summary:
Nagarro: Goodbye to the OPA and Guidance 2025

NA9.DE: Takeover bid cancelled. 2025 guidance: €1.02-1.08B revenue (+10% YoY), 30% gross margin, 14.5-15.5% adj EBITDA margin. Plan: 10-20% EBIT dividend, €400M buyback over 3yrs. Trading at 15x P/E, 9x EV/EBITDA for 2025. Cheapest among peers, 40% valuation gap vs US-listed peers.

Read full article (4 min)