Professional
Added to YB: 2024-07-25
Pitch date: 2024-07-23
VU.PA [bullish]
VusionGroup S.A.
+52.15%
current return
Author Info
No bio for this author
Company Info
VusionGroup S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 4.1B
Pitch Price
EUR 132.89
Price Target
N/A
Dividend
0.24%
EV/EBITDA
46.93
P/E
-302.50
EV/Sales
3.12
Sector
Electronic Equipment, Instruments and Components
Category
growth
Kathmandu Capital Portfolio Holding: VusionGroup
VU.PA: Reaffirmed €1B 2024 sales target, 50-100bps adj EBITDA margin improvement. Potential 2025 guidance upward revision due to Walmart ESL acceleration. Strong revenue upside, margin expansion expected. New large US client likely by year-end. Edge over competitors in US market. Evolving from special situation to quality compounder, benefiting from retailer inflation hedging. Further due diligence planned with Taiwan supplier visits.
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