| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 24.13 | 2543 |
| Intrinsic value (DCF) | 0.68 | -26 |
| Graham-Dodd Method | n/a | |
| Graham Formula | n/a |
Solutions 30 SE (EURONEXT: S30) is a Luxembourg-based leader in providing technical support and digital transformation services across Europe. Specializing in telecom, IT infrastructure, smart energy solutions, and retail digitalization, the company serves clients in France, Italy, Germany, the Benelux region, Poland, and Spain. With a comprehensive portfolio that includes installation, maintenance, and logistics for telecom networks, smart meters, EV charging stations, and IoT devices, Solutions 30 plays a critical role in enabling the digital economy. The company also supports retail digital transformation through self-checkout systems, digital signage, and POS equipment. Founded in 2003, Solutions 30 has positioned itself as a key enabler of Europe's tech-driven infrastructure evolution, catering to both residential and professional markets. Its diversified service offerings and pan-European footprint make it a vital player in the Information Technology Services sector.
Solutions 30 SE presents a mixed investment profile. The company operates in high-growth segments like telecom infrastructure, smart energy, and digital retail, benefiting from Europe's push toward digitalization and sustainability. However, its negative net income (€-15.8M in the latest period) and high beta (1.542) indicate volatility and profitability challenges. Positive operating cash flow (€58.2M) suggests operational efficiency, but elevated debt (€165.8M) relative to cash reserves (€96.3M) raises liquidity concerns. Investors may find appeal in its exposure to structural tech trends, but execution risks and competitive pressures warrant caution.
Solutions 30 competes in the fragmented European IT services market, differentiating itself through a broad service portfolio and multi-country presence. Its competitive edge lies in integrated solutions spanning telecom, energy, and retail tech—a rare combination among regional peers. The company benefits from long-term contracts with telecom operators and utilities, providing revenue visibility. However, it faces pricing pressure from local specialists in individual markets (e.g., telecom installers in Germany or smart meter providers in Spain). Scale advantages are limited compared to global IT service giants, though Solutions 30's niche focus on field operations (installation/maintenance) allows deeper client relationships. Challenges include margin compression from labor-intensive services and reliance on subcontractors. Its Luxembourg base provides tax efficiency but doesn't mitigate operational complexity across eight European markets. The lack of a strong software/IP component also limits differentiation versus competitors with proprietary platforms.