2Wk·

Shares Presentation Megatrend Ageing

The world is getting older - and Savaria $SIS (+0.8%) is in exactly the right place:

They are building what millions of people will soon need - stairlifts, ramps, elevators for the home, accessible vehicles. 🌍♿


📊 What does Savaria do?


  • One of the world's leading providers of mobility & access solutions
  • Focus on older people, people with disabilities or reduced mobility
  • Products: Stairlifts, elevators, accessible vans - active in over 40 countries



Why exciting now?


✅ Demographic megatrend - baby boomers are retiring, demand for barrier-free living is increasing worldwide

✅ Stable, growing business - 2023 sales +12%, solid margins

✅ Market capitalization still small (~700 million CAD) - classic hidden champion

✅ Takeover candidate? Industry is consolidating, strong brands such as Savaria are in demand


📈 Chart & outlook


  • Share recently consolidated, but clean long-term upward trend
  • Analyst targets between +30-50% - realistic doubling/tripling potential over the next 2-3 years
  • More possible with further global growth (USA, Europe, Asia)



Conclusion for investors with vision:

Savaria combines megatrend + proven business model + growth + small-cap bonus - one of those quiet stocks that everyone suddenly wants when the market recognizes the trend.


Accessibility will not remain a niche topic - you can get in early here.


Plus monthly dividend, which is rare.


Perhaps an inspiration for some of you.

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19 Comments

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Thanks for the presentation. The multiples also look quite good.
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@Tenbagger2024 Gladly :) also something for me as a dividend fan.
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@Max095
And did you find an armor value?
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@Tenbagger2024 No, not yet. But I now prefer $LMT because of the rating
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@Max095
It's really difficult to say.
Lockheed doesn't have quite as high a growth rate, of course. And it didn't win the contract for the new fighter jet. Have you done some research here?
What do you think of Airbus, which has defense and civil aviation.
You could also take a look at Safran.
Among US companies, I also find $LHX and $CW interesting.
Take a look at the smaller companies such as $MILDEF.
Was $ESLT not for you?
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@Tenbagger2024 $MILDEF looks really interesting. Perhaps $DRO would also be exciting in the long term (very risky 🙈).
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$GD
What do you think about growth and dividend yield?

https://defence-network.com/gdels-chef-wir-verstehen-uns-als-trendsetter/
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Thanks for the introduction, if nothing else helps... then $SCI 🤭
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@Doe But you don't have them in your depot? It actually doesn't look bad at all
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@RenditeRudin No, not yet. It's been on the watchlist for over 2 years 😅 I also published an article about it at some point
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@Doe Okay👍🏼 then I'll do some research
thanks for the suggestion, sounds exciting! i'll take a closer look!
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Thanks, Max, for the introduction, it's on the watch for my Gamblefolio👌🏻
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@All-in-or-nothing Gladly :) perhaps also interesting in the long term and not just as a gamble. 😜
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@Max095 I definitely think so Fall👍🏻 The name is perhaps a little misleading, but it only means that it only contains stocks that are allowed to run outside my actual core strategy🙃 The amounts are correspondingly lower than usual in my portfolio.
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@All-in-or-nothing Ah okay, very interesting 😊
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Thanks for the introduction
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