Rail Technology Investments And International Diversification Will Drive Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

13 Feb 25

Updated

11 Dec 25

Views

91

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-42.3%

7D

-1.3%

Loading

1Y

-42.3%

7D

-1.3%

You can edit this narrative until Dec 12 6:10 PM. Then, changes will post as Updates.

Author's Valuation

UK£6.1851.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

TRCS: Future M&A Resumption And Progressive Dividend Policy Are Expected To Support Upside

Analysts have nudged their price target for Tracsis modestly higher to reflect slightly increased discount rate assumptions and a marginally richer future earnings multiple, while maintaining their view that the stock remains fairly valued around £6.18. What's in the News Management reaffirmed that mergers and acquisitions remain a core pillar of Tracsis's growth strategy, with a disciplined, bolt on pipeline intended to supplement organic expansion and be fully integrated into the unified business structure (Key Developments).

Shared on 27 Nov 25

Fair value Decreased 11%

TRCS: Active Mergers And Dividend Momentum Are Expected To Drive Future Upside

Analysts have lowered their fair value estimate for Tracsis from £6.95 to £6.18. They cited revised assumptions around growth and profitability as the reason for this adjustment.

Shared on 01 May 25

Fair value Decreased 26%

Shared on 23 Apr 25

Fair value Increased 2.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

AnalystConsensusTarget Fair Value

UK£6.18

51.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.26%

Software revenue growth rate

1.20%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.81%

Calculation

UK£4.70m

Earnings '28

x

45.74x

PE Ratio '28

=

UK£214.99m

Market Cap '28

UK£214.99m

Market Cap '28

/

27.93m

No. shares '28

=

UK£7.70

Share Price '28

UK£7.70 Share Price '28

Discounted to 2025 @ 8.83% p.a.

=

UK£5.97

Fair Value '25