Impala Nordic publishes an equity analysis of Divio Technologies AB (publ) (“Divio” or the “Company”).
Divio develops and commercializes a cloud management platform targeting digital agencies and development teams. The Company is currently executing an operational turnaround, with a new sales strategy while reducing its cost base. This has yielded tangible results, with 35% net sales growth and its first full year of positive EBITDA in 2025. Looking ahead, Impala Nordic sees a clear re-rating opportunity, as the current valuation stands at only 1.4x ARR.