Dagens aktienyheder med Gubra, MPC Energy Solutions, Agillic, GreenMobility A/S, BioPorto A/S, og Roblon A/S.

This week, Agillic released its FY 2024 results and reiterated its preliminary 2025 guidance. The new management gave insights into a more focused marketing strategy, focusing on the Nordic markets, and ambitions to speed up product releases. We have updated our investment case one-pager with the recent news and results.

In the January SaaS newsletter, we take a look at the potential future Implications for the SaaS sector from the DeepSeek news, and read-over from the hyperscalers.

This morning, Agillic released its Q4 2024 results. This was followed by a management presentation by Agillic’s new CEO Christian Samsø and CFO Claus Boysen, who presented the results and answered questions from the audience. In addition to the 2024 results and the outlook for 2025, the new CEO gave an outside-in view, and what he sees as the future potential.  

Agillic forventer at aflægge deres Q4 og årsregnskab for 2024 den 25. februar 2025. Samme dag klokken 09:30 vil Agillics nye CEO Christian Samsø sammen med CFO Claus Boysen, i et online live-event, præsentere resultaterne samt følge op på de seneste nyheder. Præsentationen bliver efterfulgt af en Q&A session.

Dagens aktienyheder med Skako, Agillic og ALK

Dagens aktienyheder 7/2/2025: Danske Bank, Ascelia Pharma, Agillic, Mdundo, Skjern Bank og Gabriel

Ahead of its full year reporting still expected to be released on 25th February 2025, Agillic's today published preliminary results for 2024, and set new guidance for 2025. The 2025 guidance indicates a more focus on earnings than on growth with new management in place.

Dagens aktienyheder med Vestjysk Bank, Agillic, Gabriel og Inderes

As 2024 is now behind us, it is time to conclude the year and look into 2025. Our HCA SaaS Index ended December 2024 with a median ARR multiple of 3.6x (3.4x by the end of November 2024), while The SaaS Capital Index covering the US/global SaaS market ended December 2024 with a median ARR multiple of 7.0x (from 7.3x by the end of November 2024). Read more here.

November has been eventful with several Q3 2024 reports across the SaaS sector and the announcement that Visma will make a voluntary recommended public takeover offer to purchase all shares in Penneo for approx. DKK 562m (DKK 16.50 per share, a premium of approx. 110%), corresponding to EV/ARR of approx. 5.8x. The takeover/acquisition ARR multiple is also significantly above the median ARR multiple of 3.4x of the Danish SaaS sector by the end of November 2024, yet somewhat close to other recent acquisitions from Digizuite (6.9x ARR) and Relesys (5.1x ARR). Across the broader global/US SaaS sector, software shares rebounded significantly in November. The median ARR multiple increased to 7.3x by the end of November 2024 (from 6.9x ARR) based on data from The SaaS Capital Index.

Dagens aktienyheder med Asetek, NTG, Agillic, Hafnia og Aktier i Vælten