VusionGroup: Our Portfolio's Billion-Euro Superstar!
Record Revenue, Soaring Profits, and a Future Brighter Than a Diamond!
Hold onto your hats, investors, because our star player, VusionGroup, just delivered a performance worthy of a standing ovation! With a whopping 25% of our portfolio invested in this innovator, their record-breaking results have us feeling like we just hit the jackpot. From smashing through the billion-euro revenue mark to securing a treasure chest of free cash flow, VusionGroup is proving to be the driving force behind our portfolio's success. So, let's dive into the numbers and celebrate this extraordinary win!
VusionGroup: Our Portfolio's Powerhouse - By the Numbers!
Folks, when we say VusionGroup is crushing it, we're not just throwing around fancy words. The numbers don't lie!
Revenue Rocket:
They blasted through the billion-euro barrier, hitting a stunning 1,011 million euros in adjusted revenue. That's a 25% surge from the previous year! Imagine our portfolio's revenue engine just getting a massive turbo boost!
Order Avalanche:
Their order books are overflowing with 1.6 billion euros worth of future business, a jaw-dropping 71% leap. That's like securing a decade's worth of paychecks in a single year!
Profit Bonanza:
Their adjusted EBITDA soared to 161 million euros, a 51% increase. That's pure, unadulterated profit power.
Net income reached 53.4 Million Euros, a 54% increase.
Cash Flow Colossus:
They've generated a record-breaking 391 million euros in free cash flow. That's like finding a goldmine in our backyard!
That’s a 14% free cash flow yield for a company expected to grow 40% next year again can you imagine that?
Net cash position of 393 Million Euros.
North American Domination:
Thanks to the Walmart deal, they're now the undisputed leaders in North America, representing over 50% of total revenue.
Future Frenzy:
They're projecting a 40% revenue growth for 2025, aiming for a cool 1.4 billion euros.
VAS revenue expected to increase by 80%.
They're also aiming for a 100 to 200 basis point increase in their adjusted EBITDA margin.
Dividend Doubling:
A proposed dividend of 0.60 euros per share, that is double the previous years dividend.
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Why These Numbers Matter to Us:
Portfolio Strength: With 25% of our assets invested, these numbers directly translate to our portfolio's health and growth.
Growth Potential: The projected 40% growth in 2025 means our investment is poised for significant appreciation.
Cash Flow Power: The massive free cash flow gives VusionGroup the flexibility to reinvest, innovate, and reward shareholders.
Market Leadership: Their dominance in North America provides a strong foundation for future expansion.
The Bottom Line:
VusionGroup isn't just a good company; it's a powerhouse driving our portfolio's success. These numbers prove their exceptional performance and solidify our confidence in their future. With their innovative technology, strategic expansion, and strong financial results, VusionGroup is set to continue its remarkable growth trajectory. So, let's celebrate this win and look forward to even greater returns!
If you want to read the multiple articles i’ve wrote about VusionGroup :
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