Vusion

AlphaBlunt!

30/07/26 -"Whatever it costs?"

Pages
7
Language
English
Published on
30/07/26

EXECUTIVE SUMMARY

- The Group has announced a proposed acquisition of In-Store Media, a marketing company specialised in promotional activations for large-format grocery retail, with a view to building out its retail media business.
- The transaction would be funded by the debt facility raised at the end of 2025 (a €200m RCF plus a possible €100m extension).
- While the amount has not been disclosed, valuation metrics from the French listed peer (HighCo) suggest the acquisition should not require more than €60m. If it does require significantly more, it would raise additional question on Vusion’s financial trajectory.

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