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New company at ABGSC - OrderYOYO

01 februari 2024

<h2>Today ABG Sundal Collier sponsored research initiates coverage of OrderYOYO. Read the full report <a href="https://abgsc.sharefile.com/d-sdadd1a6a164648478b792a0d483500ff"><span style="text-decoration: underline;"><span style="color: #0000ff; text-decoration: underline;">here!</span></span></a></h2> <hr /> <h2 class="doc-title pl-3 pl-lg-0">Spinning orders into profitable growth</h2> <hr /> <p><img src="/link/6bd336697742405bb801ccdbfca23417.aspx" alt="example_picture" width="500" height="198" /></p> <hr /> <p><span dir="ltr" role="presentation">OrderYOYO is a provider of white-label online ordering, payment, marketing and POS</span><br role="presentation" /><span dir="ltr" role="presentation">software solutions to independent local takeaway restaurants. Since its inception</span><br role="presentation" /><span dir="ltr" role="presentation">in 2015, it has grown into a European market leader (with Germany and the UK as</span><br role="presentation" /><span dir="ltr" role="presentation">its key geographies) through a combination of organic and inorganic growth. ARR</span><br role="presentation" /><span dir="ltr" role="presentation">(comprised of both a usage-based and a fixed subscription model) has grown at a</span><br role="presentation" /><span dir="ltr" role="presentation">CAGR of 58% from '18-'23 to DKK 296m, with a GMV ("Gross Merchandise Value")</span><br role="presentation" /><span dir="ltr" role="presentation">reaching DKK ~2.9bn. After prioritising growth historically, OrderYOYO now expects</span><br role="presentation" /><span dir="ltr" role="presentation">to be cash EBITDA-positive in all quarters ahead, driven by operating leverage,</span><br role="presentation" /><span dir="ltr" role="presentation">market leadership and M&amp;A.</span></p>

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