Professional
Added to YB: 2026-03-05
Pitch date: 2026-03-03
EOL.AX [neutral]
Energy One Limited
-3.03%
current return
Author Info
Company Info
Energy One Limited engages in the provision of software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe.
Market Cap
AUD 480.3M
Pitch Price
AUD 14.87
Price Target
N/A
Dividend
0.49%
EV/EBITDA
35.34
P/E
65.21
EV/Sales
7.32
Sector
Software
Category
growth
Tauranga Investments | February 2026 Update - Energy One Limited
EOL.AX (update): Q4 rev +21% YoY, ARR +20%, NPAT +56%. Shares -7.3% on month despite beat, caught in 'SaaSpocalyse' selloff but +29% from lows. Mgmt targets 30% EBITDA margin by late 2027 vs 21% now on operating leverage. Europe <20% mkt share offers runway. Eyeing M&A as private multiples compress.
Read full article (1 min)