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Posted by
Two Blokes Apr 24 -
Filed in
Stock
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3 views
FY24 was the most successful year in SUSS Microtec's history, with revenue and EBIT margin exceeding 2025 targets a year early. Despite stellar financials, the stock is down ~30% since my initial Buy rating in late 2024, presenting a potential value opportunity. The company boasts a strong backlog of €428M, sticky customer base, and limited exposure to U.S. tariffs.