Modelon: Solid foundation amid FX and market headwinds - Redeye

Redeye updates its forecast and valuation following Modelon’s Q2 2025 report, which came broadly in line with expectations despite currency headwinds and softer solution services. While near-term visibility remains limited due to macro uncertainty, strong growth in Modelon Impact, continued improvements in operating efficiency, and a stable cash position—soon to be strengthened by a directed share issue—reinforce our conviction in the long-term investment case.

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