AUBAY (0IPY.L)

Tuesday

2:38 PM

Thesis: Recent contract wins and strategic investments in AI are enhancing growth prospects, leading to a more favorable outlook for the company.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$602M	$702M	$735M
Rev. Growth	+11.3%	+16.6%	+4.8%
EPS	$3.00	$3.82	$4.08
EPS Growth	+2.0%	+27.3%	+6.7%
P/E (fwd)	19.1×	15.0×	14.1×

★ Analysts see FY2026 revenue reaching $702M — +16.6% growth in a single year.

Why Revenue Could Accelerate

1Aubay's recent contract win with a major European bank for a multi-year digital transformation project worth €50M could significantly boost revenue.
2The company's investment in AI-driven solutions is expected to enhance service offerings, potentially increasing client retention by 15%.
3Aubay's expansion into the German market is projected to add an additional €20M in revenue over the next two years.
4Digital transformation acceleration
5AI integration in IT services
6Demand for digital transformation services in Europe
7Changes in IT spending by key clients in financial services
8Regulatory changes impacting technology adoption in telecommunications

FY2025 Snapshot

Revenue: $602M
Rev. Growth: +11.3%
Gross Margin: 10.0%
Op. Margin: 8.8%
Net Margin: 6.3%
Net Income: $38M
NI Growth: +1.3%
EPS: $3.00
1Y Return: +22.7%

0IPY.L Chart

My Notes

"Our focus on digital transformation is positioning us well for future growth."
Moat: Aubay's strong regional presence and specialized expertise in digital transformation create a durable competitive advantage.
growth - Investors are likely attracted to Aubay due to its strong revenue growth potential in the digital transformation space.
Interest rates affect Aubay indirectly; higher rates may slow down client investments in IT, impacting demand for services.
Watch on earnings: Revenue growth rate, Client acquisition costs, Employee turnover rate.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $702M to $735M as aubay's recent contract win with a major european bank for a multi-year digital transformation project worth €50m could.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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