2crsi, shovels picks ai parisian: This article explores the topic in depth.
However,
2crsi. Meanwhile, shovels picks ai parisian:
In the IA investment field, the market brought NVIDIA nudes, the supplier of shovels and picks par excellence of the gold rush of the 21st century. Similarly, Other hardware actors have followed (super micro, Dell, etc.). Moreover, Failing to have stars of the sector, Paris has some niche players. Similarly, Not much, but 2CRSI is one of them. In addition,
2CRSI is probably the French listed company which best captures the development of AI. In addition, The Small Strasbourg company. Therefore, which was playing in a relative anonymity to the burst of Chatgpt in our lives, left its status as Penny Stock in the fall of 2023, to go from 0.73 to 11.30 EUR this day, a multiplication by 15. In addition, Each signed contract is the occasion for a small stock of stock market fever. Meanwhile, like what is happening this 2crsi, shovels picks ai parisian morning and French increases, just to take over from Valneva in a market that sounds hollow.
What to delight Maxence Dhoury. However, at Portzamparc, who explained to us a month ago, through our Mister Small-Caps Raphaël Girault, that the file had not given its full potential. For example, The analyst. who had maintained 2CRSI in his semi -annual list of favorite values, considers “that the recovery of this small player in computer servers is far from completed. He retains growth. operational leverage tanks in an extremely promising environment since investments in the Data Center accelerate, with problems of cooling and sovereignty well addressed by 2CRSI.”
What is 2CRSI? – 2crsi, shovels picks ai parisian
A few months earlier, we went to meet Alain Wilmouth, happy patron of the company. If you are lazy to read the full interview to find here. this is how he defined his own company, in condensed version:
Who ? – 2crsi, shovels picks ai parisian
Founded 2crsi, shovels picks ai parisian in Strasbourg twenty years ago, 2CRSI won on the world scene with 90% of its turnover made outside France. The group. listed since 2018, has specialized in high performance computer servers, made to measure for demanding needs, especially in artificial intelligence and high performance calculation.
Specificity?
Unlike giants like HP Inc. Dell which favor a standard catalog, 2CRSI placed on personalized solutions integrating advice, design, research and services. Its promise: greatly reduce the energy consumption of servers (from 23% to 51% depending on the model) in order. to lower operating costs. Its references include Dassault Aviation, Airbus, the American Defense Department or BNP Paribas.
Target ?
The company targets a specific segment of the global servers market (estimated at $ 150 billion): that of liquid cooling data centers. estimated at $ 5 billion and promised an annual growth of 25% until 2029. carried by the rise of the cloud. the AI and 2crsi, shovels picks ai parisian the HPC, demand focuses on technologies capable of replacing air, which has become too energy -consuming. Direct cooling solutions by liquid or immersion developed by 2CRSI respond to this constraint. This niche with high added value allows the group to aim for a gross margin greater than 20% thanks to the rise of proprietary products. services around infrastructure.
Financial performance?
The sale of the Boston Limited subsidiary should allow 2CRSI to improve its margins. reach a sufficient level to finance growth by debt.
Bonus: what has happened since
The income from the year ended on June 30 reached 220.8 murder. the objective for the new financial year is to reach 12% of Ebitda margin on 300 murder of income, which represents 36 murder. The company. whose assessment has been fairly low in recent years, is counting on the sharp increase in activity to be self -funded. As such. the launch of the 2crsi, shovels picks ai parisian execution of the giant contract of 610 music announced 18 months ago should improve visibility and margins. To give an idea of the current air call. 2CRSI had finished its 2019/2020 exercise 5 years ago on a turnover of 82 Meur and 1,4 Meur of Ebitda.
It will be necessary to wait until October 30 to read the complete results for the year 2024/2025. Until then, the file remains one of the rare direct tickets-AI available on the Parisian coast, with a little history.
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