GAMA

Gamma Communications PLC

Telecommunications First-pass screen £821m

460/1000 Overall fit

AI beneficiary 35% 42

Operating leverage 25% 55

Valuation 25% 30

Downside protection 15% 65

First-pass take

Telecom software provider with strong recurring revenue (89%) and cash generation, but organic EBITDA flat. AI embedded in products but not material revenue source. UK SME headwinds and PSTN switch-off impact offset by German acquisition growth. Valuation data unavailable.

Flags

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