Logic Instrument (ALLOG.PA) in Fairlight Capital Q3 2024

Expanding Market Reach with Rugged Technology Solutions

Apr 14, 2025

Summary

Specializes in rugged laptops, tablets, and smartphones for extreme environments.
Strong growth driven by strategic acquisition and internal sales expansion.
Adheres to military and industrial standards for durability and reliability.
Attractive valuation with significant growth potential.

Logic Instrument (ALLOG.PA, Financial) was featured in Fairlight Capital's Q3 2024 letter as a promising investment in the rugged technology sector. The company has experienced robust growth, driven by the acquisition of Elexo and strong internal sales expansion. Logic Instrument's products are designed to meet stringent military and industrial standards, ensuring reliability in challenging environments. With a focus on expanding its product range and market reach, the company is well-positioned for continued growth. The current valuation appears attractive given the company's growth trajectory and business opportunities.

"The valuation of Logic Instrument is very cheap given the growth and runway for the company. It trades at the current run rate and price (as of the time of writing) at 5.3x earnings and 4.9x enterprise value to earnings." — Fairlight Capital, Q3 2024 Fund Letter

Read full letter at gurufocus Fairlight Capital 2024 Q3 page.

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