Centiel (CNTL) Company presentation summary

Company overview and market positioning

• Swiss technology firm specializing in advanced power protection solutions, with a focus on uninterruptible power supply (UPS) systems for critical infrastructure and data centers.

• Products are sold in approximately 60 countries, supported by a global network of over 90 distribution partners and subsidiaries in key regions.

• Leadership team has a strong track record, having previously built and sold Newave to ABB for CHF170m.

• Recognized for innovation, receiving awards for technology leadership and sustainability in the UPS sector.

• Proprietary technology achieves industry-leading 9 nines uptime availability, minimizing downtime to milliseconds per year.

Key investment highlights

• Positioned to benefit from global electrification and digitalization trends, with data centers and AI workloads driving demand.

• UPS systems are mission-critical for data centers, representing a significant portion of electrical infrastructure costs and ensuring business continuity.

• Broad portfolio of proprietary UPS technologies, including modular and standalone systems, provides a competitive edge.

• Proven R&D innovation history, with continuous product evolution and industry leadership since the 1990s.

• Asset-light, cash-generative business model supports both organic growth and strategic acquisitions.

Financial performance and outlook

• Achieved a 30% net revenue CAGR from 2023 to 2025, significantly outpacing the broader UPS market.

• EBIT margin improved from 12.4% in 2023 to 22.5% in 2025, with all profits reinvested for expansion.

• Maintains a debt-free balance sheet and strong cash flow, with no dividends planned as proceeds are used for growth.

• Mid-term targets include 20%+ annual revenue growth and EBIT margin, with upside expected from US market entry and hyperscaler adoption.