External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Nagarro is an orphaned digital engineering company with a history of around 20% organic growth</li><li>Acquired for 10 times its 2025 estimated earnings at a discount compared to peers, listed on Frankfurt exchange</li><li>Limited analyst coverage, trades at a discount to similar companies like EPAM and Globant, strong base of IT professionals in India with competitive billing rates, potential for growth and listing on US stock exchange with significant upside potential</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Nagarro is an orphaned digital engineering company with a history of around 20% organic growthAcquired for 10 times its 2025 estimated earnings at a discount compared to peers, listed on Frankfurt exchangeLimited analyst coverage, trades at a discount to similar companies like EPAM and Globant, strong base of IT professionals in India with competitive billing rates, potential for growth and listing on US stock exchange with significant upside potentialThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nagarro-se" target="_blank" data-smartkarma-citation="entities:44095:1" rel="noopener">Nagarro SE (NA9 GR)</a> is in discussions for a potential delisting and takeover, with private equity firm Warburg Pincus reportedly considering a buyout.</li>
<li>Strong Financial Growth: Q3 2024 revenue rose by 3.7% to €242.9M, with a 5.6% constant currency growth, adjusted EBITDA improving to €34.6M (14.3% of revenue).</li>
<li>Nagarro trades at a P/E ratio below peers, suggesting undervaluation despite financial resilience, strong liquid assets, and 14% stock price growth over the last eight trading days.</li>
</ul>



Nagarro SE (NA9 GR) is in discussions for a potential delisting and takeover, with private equity firm Warburg Pincus reportedly considering a buyout.
Strong Financial Growth: Q3 2024 revenue rose by 3.7% to €242.9M, with a 5.6% constant currency growth, adjusted EBITDA improving to €34.6M (14.3% of revenue).
Nagarro trades at a P/E ratio below peers, suggesting undervaluation despite financial resilience, strong liquid assets, and 14% stock price growth over the last eight trading days.


Nagarro SE: Potential Takeover Amidst Financial Growth

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>At equal price to ACT, Ito-san wins because of certainty/immediacy, but provided his price is above the bottom of the range and adequately compensates 7&amp;i for "additional actionable avenues."</li>
<li>The <a href="https://www.smartkarma.com/entities/amcor-limited" target="_blank" data-smartkarma-citation="entities:674:1" rel="noopener">Amcor Limited (AMC AU)</a>/<a href="https://www.smartkarma.com/entities/berry-global-group-inc" target="_blank" data-smartkarma-citation="entities:9428:1" rel="noopener">Berry Global Group (BERY US)</a> merger looks clean. However, Berry's % of earnings (revs, EBITDA, and profit), are higher than the % under the share split</li>
<li>This Temasek-led development will have a marginal impact on <a href="https://www.smartkarma.com/entities/tuya-inc" target="_blank" data-smartkarma-citation="entities:32158:1" rel="noopener">Tuya Inc (TUYA US)</a>. Creating supply and demand is hard. And Temasek-held/backed vehicles on the SGX are already abundant.</li>
</ul>


At equal price to ACT, Ito-san wins because of certainty/immediacy, but provided his price is above the bottom of the range and adequately compensates 7&amp;i for "additional actionable avenues."
The Amcor Limited (AMC AU)/Berry Global Group (BERY US) merger looks clean. However, Berry's % of earnings (revs, EBITDA, and profit), are higher than the % under the share split
This Temasek-led development will have a marginal impact on Tuya Inc (TUYA US). Creating supply and demand is hard. And Temasek-held/backed vehicles on the SGX are already abundant.


Last Week in Event SPACE: Seven & I, Amcor/Berry, WH Group/Smithfield, Tuya

Germany

Nagarro SE provides information technology services. The Company offers enterprise and application lifecycle solutions, infrastructure management, digital commerce, IoT, product engineering, and consulting services. Nagarro serves customers worldwide.

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Nagarro SE (NA9 GR)

Nagarro (NA9) - Wednesday, Sep 11, 2024

Limited analyst coverage, trades at a discount to similar companies like EPAM and Globant, strong base of IT professionals in India with...

Value Investors Club

Nagarro SE: Potential Takeover Amidst Financial Growth

Nagarro SE (NA9 GR) is in discussions for a potential delisting and takeover, with private equity firm Warburg Pincus reportedly considering a buyout.

Jesus Rodriguez Aguilar

Last Week in Event SPACE: Seven & I, Amcor/Berry, WH Group/Smithfield, Tuya

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

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