Professional
Added to YB: 2024-07-25
Pitch date: 2024-07-23
VU.PA [bullish]
VusionGroup S.A.
-18.21%
current return
Author Info
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Company Info
VusionGroup S.A. provides digitalization solutions for commerce in Europe, Asia, and North America. The company offers Internet of Things (IoT) devices, including electronic shelf labels, cameras, fixtures and accessories, infrastructure, Wi-Fi integrations, and Captana wireless mini cameras; and retail IoT SaaS solutions comprising VUSION Cloud, VUSION Asset Management, VUSION Manager, VUSION Studio, VUSION Link, VUSION Engage, Storefront, VUSION Rail, and VUSION Ads for brands.
Market Cap
EUR 2.2B
Pitch Price
EUR 132.89
Price Target
N/A
Dividend
0.22%
EV/EBITDA
41.30
P/E
-62.09
EV/Sales
2.43
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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