3D·

GFT completes acquisition of SAP specialist Megawork earlier than planned

$GFT (-1.16%) Growth stock with a good dividend yield at a good valuation.

I therefore remain invested and expect the stock to break above the 200-day line soon.


Stuttgart / São Paulo, September 30, 2025 - GFT Technologies has already completed the acquisition of the Brazilian SAP specialist Megawork in September. Closing was originally scheduled for the fourth quarter of 2025.


The acquisition strengthens GFT's market position in the high-margin SAP Cloud ERP segment and expands its portfolio to include highly specialized services in the areas of migration, support and integration. Megawork is one of the leading SAP partners in Brazil, has more than 20 years of experience and serves over 400 clients - a strong foundation for further growth in a dynamic market environment.


Another strategic advantage is the integration of Wynxx, GFT's GenAI product, into Megawork's SAP services. This increases automation, accelerates implementations and shortens the time to value for customers. In addition, the two companies' complementary client portfolios open up significant cross-selling opportunities - enabling GFT to enter new industries such as healthcare, the public sector and utilities.


"This fast closing is a strong signal of our ability to execute our strategy and grow our business with high-margin, high value-added services in partnership with global ISVs such as SAP," said Marco Santos, Global CEO of GFT. "It will enable us to drive the integration forward quickly and provide our clients with an enhanced service offering at an early stage. Given the continued high global demand for SAP services, we see significant potential for further revenue and profitability growth.


The acquisition is part of GFT's growth strategy, which focuses on high-margin, high value-added services.


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https://www.gft.com/de/de/insights/accelerate-your-ai-transformation

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16 Comments

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@Hotte1909 My dear, they have been buying back shares on a massive scale in recent months. Could perhaps mean good figures.
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I hope now 🚀🚀🚀🚀
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Went in at 17.70 for 5 k
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@Michey777 November 13 figures will be released. It remains exciting
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@Tenbagger2024 yep, although I tend to do little with quarterly results (unless they don't reflect my investment case). I also find $MUM exciting. I bought again today after the figures. There are a lot of pearls in the German small cap sector
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@Michey777 Mensch u Maschine also has a good dividend yield. But unfortunately the performance is not right.
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@Tenbagger2024 well, neither does $GFT;) so if I had them since 2016, the return would be negative. It's a different story with $MUM. Dividend growth is probably even stronger at $MUM. And there was also a sideways movement at $MSFT;) (I know not comparable)
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@Tenbagger2024 in the end I have them both :) and will buy 1-2 other German second-line stocks
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@Michey777 Yes, that's right. I also had M+M once, but then sold it in the sideways correction. Although I think the company is great. Because the founder also holds shares and looks after his baby in the background.
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@Michey777 $NEM also has nice double-digit profit growth
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@Tenbagger2024 yes, but at a P/E ratio of 60 :) what do you think of $RAA?
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@Michey777 Hm, single-digit profit growth and high PEG. But I think the company is good, market leader. The game changer would be if they did something like $CA1
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Wow, I'm invested too, thanks to you! <3 I got in at 17.30.
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@schlimmschlimm You've done well. Then it must be going up now
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Great post!
You are invested, as far as I remember, right? Are you planning to buy more in the near future? Because takeovers + share buybacks make me personally prick up my ears.

I would also be interested in your holding period - i.e. whether you see it as a long-term fixed component and want to expand it or whether you will sell part of your position again directly for profit-taking when the price is good? 😁
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@batic420
This is already one of my largest positions in my portfolio. I see potential here up to the old high. After that, I will analyze the company again. But it is also my biggest dividend stock.
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