Added to YB: 2026-06-30
Pitch date: 2026-06-26
1INN.DE [bullish]
innoscripta SE
Author Info
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Company Info
innoscripta SE provides software-as-a-service for managing research and development (R&D) tax incentives and project management consulting in Germany and France.
Market Cap
EUR 787.0M
Pitch Price
EUR 79.20
Price Target
N/A
Dividend
5.08%
EV/EBITDA
9.78
P/E
N/A
EV/Sales
6.18
Sector
Software
Category
value
Dissecting the Innoscripta bear case
1INN.DE (added to position): German R&D tax-credit consulting/software hybrid (Clusterix), 63%+ EBIT margins, capital-light, 84% insider ownership. Down 40% since IPO on SaaS selloff. Bear cases: founders cashed €200M+, German regulation risk (binary), AI/moat threats. Bull: cheap, intl expansion (France wins), CSU-like comp. Added after French client news.
Read full article (9 min)