ZOO

Zoo Digital Group PLC

Technology First-pass screen £12m

400/1000 Overall fit

AI beneficiary 35% 35

Operating leverage 25% 58

Valuation 25% 30

Downside protection 15% 38

First-pass take

Services-based media localisation firm using AI for cost-reduction, not revenue. Cyclical exposure to entertainment streaming budgets with rising customer concentration (68% from two clients in FY25). No valuation data; reported FY25 loss. Path to EBITDA profitability clear, but downside protection weak given customer concentration and strike vulnerability.

Flags

loss-makingno-valuation-datamicro-caphigh-customer-concentrationcyclicalai-as-efficiency-only