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Added to YB: 2026-07-14

Pitch date: 2026-07-10

1INN.DE [bullish]

innoscripta SE

+2.52%

current return

Author Info

No bio for this author

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 716.0M

Pitch Price

EUR 71.50

Price Target

N/A

Dividend

5.59%

EV/EBITDA

8.82

P/E

N/A

EV/Sales

5.58

Sector

Software

Category

growth

Show full summary:
Portfolio update: Buying a founder-led, undervalued and highly profitable R&D refund specialist

1INN.DE (new position): Bought at €71.8. German founder-led R&D refund software (Clusterix), success-based fees, 35-40% margins, €47M net cash, €41M FCF 2025. 57% Q1 rev growth, expanding to France/US. FWD PE 13-15x, 5.4% div, ~17% earnings growth. Risks: German law dependency, AI, IPO optics.

Read full article (5 min)