SII, Buy Conviction
SII could have been a fairly commonplace French technology consulting company, a serious but not particularly exciting IT services company, a small player positioned in a buoyant market but with nothing extraordinary. There could have been good reasons to trade the company with valuation multiples 20% lower than those of the major market leaders (Altran and Alten).
SII could have had no re-rating potential if its founder had not one day said “yes” to a young entrepreneur’s crazy project; an entrepreneur whose name is practically hidden and only appears on page 52 of the annual report: Grégoire Nitot.
Societe Pour l Informatique Industrielle SA is a France-based company principally engaged in the provision of consultancy services to enterprises in the industrial, financial and service sectors on the implementation of technically complex projects, including technical and industrial systems, telecommunications and networks, e-banking, information systems, systems administration and new information and communication technologies. The Company has two principal activities: the external research and development in data processing and telecommunications, and integration of systems in technical data processing and networks. It offers a range of services, including consulting and studies, development engineering and tests, as well as deployment and maintenance. The Company has such subsidiaries as Rucker Aerospace GmbH, Rucker France and its Dutch subsidiary Silver Aerospace BV, and I+D group in Colombia, among others.
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