(BFM Stock Exchange) – The group has delivered a gross operating result above expectations for 2024 and above all communicated prospects for 2025 which have fully focused the analysts. The action earns more than 20%.

Ultra-growth value (the action takes 570% over five years), VusionGroup again panics the meters. The specialist in electronic labels and solutions allowing stores to pilot their prices and logistics is torched on the Paris Stock Exchange, this Thursday, February 27.

The action jumped from 23% to 204.8 euros around 3 p.m. and reached its historic record at 213.4 euros in the early afternoon. The title had not experienced such a fever access since July 7, 2023 (+31.6%).

The company has announced satisfactory results for 2024 and, above all, stratospheric prospects for 2025. “Huge (huge)”, title Stifel in its note of the day devoted to the publication of the company.

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The United States, the group’s first market

In the last quarter of 2024, Vussegroup released income

From 156 million euros, up 47% over a year, with an increase of 172% in the “Americas-Pacific” area.

This growth of more than 170% is explained by the continuation of the deployment of its services in the United States, especially at Walmart, the largest distributor in the world. The United States has also become the company’s first market in 2024.

Throughout the year, Vussegroup Vusion income increased by 25% to 1.01 billion euros. Its gross operating profit climbed from 51% to 160.5 million euros while the corresponding margin resulted at 15.9% against 11% previously. Net profit jumped 54% to 53.4 million euros.

Stifel notes that the growth of the fourth quarter is online with expectations while the gross operating result exceeded the consensus by 17%, housed at 136 million euros. The generation of CASH also rises in power, thanks in particular to deposits of deposits on major contracts, the free cash flow was established at 391 million euros against 157.4 million euros in 2023.

Software services expected in very high rise

The prospects for 2025 impress. VusionGroup intends to identify its income growth of 40% to 1.4 billion euros, at the rate of 600 million euros in the first half and 800 million euros on the second.

The company specifies waiting for a growth of 80% on its service and software activities excluding electronic label, so -called “VA” activities.

VusionGroup also anticipates an improvement in its gross operating margin between one and two percentage points, which would carry it between 16.9% and 17.9%.

These indications mean that the company anticipates, in the middle of the range, 244 million euros is much more (20%) than the Bloomberg consensus of 202 million, notes Stifel.

“This good surprise comes from a higher sales base and a favorable mix effect thanks to the very strong growth expected in the (VA) services,” notes the design office.

Credibilized medium -term perspectives

“Given the visibility from which the company benefits from important contracts, we consider these objectives as very credible. The only risk that we see could concern customs duties. However, the company has been very confident on this subject,” he continues.

Stifel adds that the publication of the company is also “reassuring” as to its medium -term objectives. By 2027, Vusiongroup plans to reach income of 2.2 billion euros and a gross operating margin of 22%.

Oddo BHF for its part noted its course target at 222 euros, against 205 euros before, and confirmed its advice to “outperformance”.

“Among the catalysts in the coming months, the signing of new distributors ‘tier 1’ (the most rated, editor’s note), mentioned by management during yesterday’s CALL, would bring more visibility in the medium term, beyond Walmart, in a context where the solidity of the 2025 perspectives credibility the objectives of the 2027 plan”, explains the broker.