Sanlorenzo S.p.A. (BIT:SL) in Smallvalue Q4 2024

Luxury Yacht Manufacturer with Strong Growth Potential

Author's Avatar
3 days ago
Summary
  • Investment rationale: Robust performance and strategic expansion.
  • Market positioning: Leader in luxury yacht manufacturing.
  • Risks and challenges: Macroeconomic uncertainties and undervalued stock prices.
  • Recent performance: Record backlog and strong demand in key regions.
  • Future outlook: Continued growth supported by demand and limited supply.

Sanlorenzo S.p.A. (BIT:SL, Financial) was featured in the Smallvalue Q4 2024 fund letter for its robust performance and strategic expansion in the luxury yacht market. The company reported significant growth in net revenues and EBITDA, driven by strong demand and a record backlog, positioning it well for future expansion.

"SL remains confident in its ability to maintain expansion and market share, focusing on sustainable luxury and exceptional quality." — Smallvalue, Q4 2024 Fund Letter

Read full letter at gurufocus Smallvalue 2024 Q4 page.