I've taken a closer look at Innoscripta $DE000A40QVM8 (+2,22%) a little closer and find: The setup is really exciting in the long term 👀
💡 Briefly about the business model
Innoscripta operates in the field of innovation promotion / funding consulting + digital platform solutions for R&D processes. It is precisely this mix that is currently becoming increasingly important in Europe because many companies want to make more efficient use of government funding.
📊 Figures & classification (publicly known / estimated order of magnitude)
- Turnover: in the multi-digit million range (depending on source and financial year) 💰
- Growth: often double-digit in recent years 📈
- Customer focus: medium-sized to larger companies from industry & tech 🤝
- Market: growing strongly as funding and innovation budgets in the EU tend to rise rather than fall 🇪🇺
👉 Important: Many specific KPIs are not fully public as it is not a classic transparent blue chip - but the direction is right.
🚀 Why the story can be bullish
- Scalable consulting/software hybrid model
- High relevance due to government funding programs
- Recurring processes for customers (no one-off business)
- Potential for international expansion 🌍
⚠️ Don't forget the risks
- Dependence on political funding programs
- Competition in the consulting/software sector
- Limited transparency of figures
🔥 Conclusion:
For me, more of a "hidden growth compounder" than a hype stock. If the growth continues and the scaling works out, there could be a lot more to come here in the long term 📊🚀
What do you think - underestimated or already fairly valued? 🤔
