2Lun·

First purchase 2025

A German company in the portfolio for a change.

In the wake of and quasi as a service provider for SAP, the conversion of numerous companies to current SAP components, which is necessary in the medium term, should ensure good figures. A solid business model, a fair valuation, good growth opportunities and, on top of that, a decent dividend convinced me.

02.01

All for One Grp

Compró 168 a 59,88 €

10.059,20 €

2 Comentarios

Smudo@Smudeo

2Lun

As a leading SAP partner, All for One is benefiting from the current shift towards the cloud - and this is also reflected in the results for the past financial year.

In the 2023/24 financial year (ending September 30), All for One increased its sales by 4.8% to EUR 511.4 million. EBIT before M&A effects grew by 92.1% to EUR 34.0 million. Adjusted for the previous year's restructuring costs (EUR 8.4 million), EBIT growth amounted to a solid 29.8%. All for One thus achieved its corporate targets - sales of EUR 505 to 525 million and EBIT before M&A effects of EUR 32 to 36 million. The increase in recurring sales, which rose from EUR 266.3 million to EUR 283.2 million, is particularly positive. The ratio improved by 80 basis points to 55.4%.

CFO Stefan Land emphasized at the press conference on Monday (16.12.) that All for One will continue on its profitable growth path. In the medium term, the company is aiming for an EBIT margin of over 8% from financial year 2025/26. This compares to 6.7% in the previous year. These prospects make us confident for (DE0005110001).

@SCHLiCHTE_capital

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SCHLiCHTE_capital@SCHLiCHTE_capital

2Lun

@Smudeo Thanks for the addition

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