Safeture: (Q2 Review): On the Right Path - Redeye
Bildkälla: Stockfoto

Safeture: (Q2 Review): On the Right Path - Redeye

Safeture’s Q2 report confirms the company's positive trajectory, delivering 13% ARR growth and an impressive, record-high gross margin of 83%. With churn returning to healthy levels and OPEX remaining under strict control, the inherent scalability of Safeture's SaaS model is becoming increasingly evident. On the back of these figures, we trim our forecast with positive net effects on EBIT. We also introduce a new Fair Value of SEK 6.55 per share, which combines our DCF and relative valuation models.

Safeture’s Q2 report confirms the company's positive trajectory, delivering 13% ARR growth and an impressive, record-high gross margin of 83%. With churn returning to healthy levels and OPEX remaining under strict control, the inherent scalability of Safeture's SaaS model is becoming increasingly evident. On the back of these figures, we trim our forecast with positive net effects on EBIT. We also introduce a new Fair Value of SEK 6.55 per share, which combines our DCF and relative valuation models.
Börsvärldens nyhetsbrev