Lime Technologies AB (publ) LIME
Regional data lock-in creates a durable toll bridge for Nordic customer-management workflows.
Moat and Management hold this up; Optionality is the soft spot.
| Moat | 7.0 |
| Management | 7.0 |
| Valuation | 6.0 |
| Risk · 10 = lowest | 7.0 |
| Business model | 7.0 |
| Optionality | 3.0 |
The price needs 7.0% growth a year for ten years. The AI thinks 9.0% is achievable, at a 24.0% margin.
Lime is a high-quality Nordic CRM SaaS business trading at a price that already assumes solid recurring-revenue growth and margin gains. The numbers work if the company keeps delivering 9% long-term growth and lifts margins a few points, but there is little extra cushion if competition intensifies or Nordic growth slows.
Lime Technologies AB (publ) software as a service (SaaS) based customer relationship management (CRM) solutions in the Nordic region. It engages in development, distribution, and sale of CRM systems and other customer management platforms, as well as offers consulting services. The company also provides Lime CRM, an industry-specific solution; Lime Go, a sales solution; Lime Connect; and Lime Intenz that includes change management, sales training, customer care, and customized solutions. It offers CRM solutions for utility, real estate, membership, wholesale, manufacturing and industry, consulting, machinery, construction, and sports companies. The company was formerly known as Lundalogik AB and changed its name to Lime Technologies AB (publ) in March 2018. The company was founded in 1990 and is headquartered in Lund, Sweden.
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