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Eran Brener's avatar

Shelly Group is definitely worth your attention and a deeper dive, good thing you have added it to your Watchlist... management has exceeded guidance in recent years and now guiding for a 36-45% revenue growth in FY 2025 and similarly in FY 2026 growing from EUR 106 million in 2024 to over EUR 200 million in FY 2026 all while maintaining EBIT margin of circa 25% with many leverages to play with to improve margins and several optionality revenue streams that can take them above their guidance. I hold a meaningful position in the company.

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