Pelatro: Big Data, big growth drivers
Pelatro PLC (LON:PTRO) is a software provider focussed on the telecom sector, offering telecom operators solutions for increasing revenue per subscriber, retaining subscribers, and monetising data.
The customer base includes major global telecom operators, with the biggest geographies being Southeast Asia and South Asia. The company has achieved a compounded annual growth rate (CAGR) in revenue of 78% since 2016 with consistent profitability (2019 EBITDA margin 43%).
The growing need for Pelatro’s software-based solutions is driven by the maturation of the global telecom industry. Telecom operators can no longer rely on growth in the subscriber base and need to focus instead on average revenue per user (ARPU) and customer retention. Pelatro’s suite of solutions addresses these needs.
Pelatro has a customer base of 19 major telecom operators. This has grown every year since inception in 2015 and now covers about one billion underlying mobile phone users. The company has won business away from the big software companies as well as from other telecom specialists. Some of Pelatro’s competitive advantages include:
We expect growth in the customer base to continue in 2020, and the company has reported that the COVID crisis is not leading to customers cancelling their investment plans. We examine the business drivers in this report.
Quick facts: Pelatro PLC
Price: 46.7 GBX
Market Cap: £15.19 m
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