Vysarn Special – 1H25 Results

Vysarn Ltd is a vertically integrated Australian small cap providing water services in Australia. Vysarn has multiplied its market cap by 10x (and the value of its shares by 5x) since the first time we talked about it, two years ago. This period has experienced exponential growth that has culminated (for the moment) with the two acquisitions made in September 2024 (for which a capital increase was necessary without prejudice to the shareholder).

This week, in its latest report, it changes its structure and prepares for expansion. Today we analyze the results, its current situation, and adapt our financial model to the new segments of the company, as well as update it to the current moment of the company

You have our Vysarn Investment thesis & valuation model available on our website