Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LSI.WA
Strong BuyFull HouseREMOVELSI Software S.A. · Technology · Poland · $37M · Avg Vol: $8K/d
The company has announced plans for delisting from the Warsaw Stock Exchange. Despite being a 'buy' on some metrics, the impending delisting removes the asymmetric opportunity for public shareholders and complicates the exit strategy.
COMPANY DESCRIPTION
LSI Software S.A. develops and implements proprietary ERP and POS software solutions for the hospitality, retail, and leisure sectors. The company is a market leader in Poland for cinema management software (POSitive Cinema) and restaurant POS systems, with a growing international footprint. LSI Software generates high-margin, recurring revenue through software maintenance, SaaS licenses, and hardware integration services.
FINANCIAL SUMMARY (PLN)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 57.4M | 56.9M | 69.7M | 85.3M | 14.1% | 93.9M | 85.7M | 0.5% |
| EPS (PLN) | 1.98 | 0.85 | 0.98 | 1.81 | 4.73 | 24.3% | 5.96 | — | — |
| Shares | — | 3.2M | 3.2M | 3.2M | 3.2M | -1.3% | 2.7M | — | — |
| Debt | — | 4.6M | 4.0M | 5.8M | 6.6M | 13.2% | 17.1M | — | — |
| Equity | — | 48.8M | 51.2M | 57.1M | 70.1M | 12.8% | — | — | — |
| Op CF | — | 1.2M | 13.8M | 4.5M | 18.0M | 147.4% | 16.0M | — | — |
| Inv CF | — | -10.1M | -7.4M | -4.5M | -11.5M | — | — | — | — |
| Fin CF | — | -1.0M | -2.0M | -0.7M | -2.2M | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of LSI.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LSI.WA | LSI Software S.A.(you) | $37M | 100 | Strong Buy |
| FAB.WA | Fabrity S.A. | $19M | 99 | Strong Buy |
| SPR.WA | Spyrosoft Spólka Akcyjna | $123M | 87 | Strong Buy |
| TXT.WA | Text S.A. | $337M | 99 | Strong Buy |
| ABS.WA | Asseco Business Solutions S.A. | $759M | 95 | Strong Buy |
| SHO.WA | Shoper S.A. | $316M | 74 | Buy |
| VRC.WA | Vercom S.A. | $778M | 84 | Strong Buy |
| ASE.WA | Asseco South Eastern Europe S.A. | $1.1B | 89 | Strong Buy |
| ACP.WA | Asseco Poland S.A. | $5.1B | 92 | Strong Buy |
| NTT.WA | NTT System S.A. | $57M | 95 | Strong Buy |
Peer medians: ROE 14.7% · P/E 19.1x · Gross margin 37.8%