Report
AROBS Transilvania Software : Growth story backed by M&A, diversification, and operational efficiency
We initiate coverage of AROBS Transilvania Software (AROBS), a leading Romanian software development company, with an Outperform rating and a target price of RON 0.87 (implying > 30% upside). Our recommendation is supported by: i/ organic growth in key markets, driven by customer proximity and increasing demand for digitalisation across industry verticals; ii/ rising revenues from proprietary software supported by product innovation; iii/ the ability to benefit from digitalisation initiatives in the Romanian public sector; and iv/ a strong focus on operational efficiency through synergies with recently acquired companies.
Underlying
AROBS TRANSILVANIA SOFTWARE SA
Provider
Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Daniela Popov
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