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37% premium to date of strategic review, 8% discount to last close Equates to '24e-'26e EV/ARR of 4.
37% y-o-y ARR growth with 118% NRR in Q4 Lifting '24e-'26e ARR by 6-8%, EBITDA largely unchanged New FVR of DKK 3.
Guides for 34-42% FY'24 ARR growth (vs. ABGSCe at 30%) No outlook comments - we await the annual report later today Cons to lift '24 ARR by ...
Q4e: 36% y-o-y ARR growth, costs higher than in Q3 Focus on '24e: We expect 30% ARR growth and DKK -6.
ARR in line (36% y-o-y growth); minor '23e-'25e top-line revisions '23e EBITDA up 8% on abnormally low Q3 costs and slower hirings Small '24...
Q3e: 36.5% y-o-y ARR growth A seasonally weaker quarter, but profitability likely better Limited estimate revisions; FVR of DKK 3.
Initiates strategic review to evaluate funding and ownership No timeline; FY'23 guidance unchanged Wording leaves many scenarios open (M&A, ...
DKK 51.8m ARR ~3% below ABGSCe, 17% adj. EBITDA beat Limited ARR estimate revisions, '24e-'25e adj.
• H1e: 40.5% y-o-y ARR growth • New major customer win a possibility; cash burn to continue • Lifting '23e-'25e ARR by ~1%, FVR to DKK 3.
46% y-o-y ARR growth to DKK 49.4m (+4.4% vs. ABGSCe) Major customer win sends strong signal; '23e-'25e ARR up 1-3% Shorter path to profitabi...
Boosting employee productivity and customer profitability 27% ARR CAGR until '26e with improving profitability Good long-term profitability;...
Relesys A/S (”Relesys or the ”Company”) develops and licenses an all-in-one platform, gathering daily operations, communication and training...
