Professional
Added to YB: 2026-01-29
Pitch date: 2026-01-23
ALLOG.PA [neutral]
Logic Instrument S.A.
Author Info
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Company Info
Logic Instrument S.A. manufactures and sells mobile computers for the defense and corporate sectors in France, Germany, and internationally.
Market Cap
N/A
Pitch Price
EUR 1.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.02
P/E
N/A
EV/Sales
N/A
Sector
Technology Hardware, Storage and Peripherals
Category
value
Fairlight Alpha Fund Portfolio Holding: Logic Instrument S.A.
ALLOG.PA (holding update): Sales increased from €27M to €40M run rate, up 96% since purchase. CEO targets €75M 2026 revenue (vs €32M 2025) driven by Distrame acquisition (+€26M), German defense billing, GLACIER/Artic growth. At €17M market cap, conservative €50M revenue/8% margins = €4M pre-tax earnings. Bull case €75M/10% = €8M.
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