Sanlorenzo (BIT:SL) in Smallvalue Q1 2025

Luxury Yacht Manufacturer with Strategic Growth Initiatives

Jul 04, 2025

Summary

Investment rationale: Strong financial performance and strategic growth initiatives.
Market positioning: Leading luxury yacht manufacturer with a solid market position.
Risks and challenges: Slight decline in order book and macroeconomic uncertainties.
Recent performance: 10.7% increase in net revenue from new yachts in 2024.
Future outlook: Continued focus on acquisitions and technological innovations.

Sanlorenzo (BIT:SL, Financial) was featured in the Smallvalue Q1 2025 fund letter as a company with significant growth potential, reinforcing its competitive market position and strategic expansion. Despite a slight decline in the order book, Sanlorenzo maintained strong financial performance, supported by effective leadership and management continuity.

"Sanlorenzo posted a solid performance in 2024, reinforcing its competitive market position and strategic expansion. Despite a slight 2.1% decline in the order book, Sanlorenzo maintained a strong financial performance, supported by effective leadership and management continuity, with the CEO retaining a majority stake. Key financial indicators underscored the company's resilience: net revenue from new yachts grew 10.7% year-on-year to €930.4 million, driven by significant expansion in the AMER and MEA regions." — Smallvalue, Q1 2025 Fund Letter

Read full letter at gurufocus Smallvalue 2025 Q1 page.

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