I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years

Q3 2025 Update Second consecutive weak quarter Q2 was very weak — management should arguably have issued a profit warning. The explanation provided during the conference call was unconvincing and highlighted signs of governance immaturity.

Shared on 06 Sep 25

I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years

Q2 2025 Update Revenue Uncertainty – Q2 showed a sharp revenue drop (-26% YoY, -17% FX-adjusted), underlining that order timing and FX swings create meaningful quarter-to-quarter variance. To be on the lookout for : topline growth in coming quarters — it needs to re-accelerate toward the long-term CAGR assumption to keep the thesis intact.

Shared on 10 May 25

Fair value Decreased 33%

I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years

Mandelman made no meaningful changes to valuation assumptions.

Shared on 20 Feb 25

Fair value Decreased 3.70%

I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years

Mandelman made no meaningful changes to valuation assumptions.