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Tracsis Community
AIM:TRCS Community
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Tracsis
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress
Key Takeaways Revenue volatility persists due to delayed infrastructure funding, challenging international growth, and heavy reliance on government rail reform timing. Rising competition and compliance costs threaten future margin improvements, despite growing demand for digital and analytics-driven transport solutions.
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UK£5.50
FV
23.6% undervalued
intrinsic discount
1.87%
Revenue growth p.a.
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Tracsis
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rail Technology Investments And International Diversification Will Drive Success
Key Takeaways Tracsis seeks to grow recurring software and transactional revenues, especially in Rail Technology, for future growth. Strategic acquisitions and R&D investments aim to expand market reach and improve productivity, potentially enhancing earnings and margins.
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UK£6.95
FV
39.5% undervalued
intrinsic discount
1.52%
Revenue growth p.a.
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Tracsis
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AnalystHighTarget
Consensus Narrative from 3 Analysts
Urbanization And Sustainability Will Expand Digital Rail Markets
Key Takeaways Tracsis is positioned for outsized, recurring SaaS revenue growth from platform consolidation, nationwide smart ticketing, and high-margin contracts, surpassing current market expectations. Structural digital transformation and sustainability trends, paired with advanced technology adoption and regulatory shifts, create significant multi-year growth opportunities and market share gains.
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UK£9.74
FV
56.9% undervalued
intrinsic discount
1.87%
Revenue growth p.a.
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Your Valuation for
TRCS
TRCS
Tracsis
Your Fair Value
UK£
Current Price
UK£4.20
38.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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88m
2015
2018
2021
2024
2025
2027
2030
Revenue UK£87.9m
Earnings UK£564.9k
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