innoscripta SE — Cyborg Score 7/10

Strong
Software-as-a-Service (SaaS) / Compliance & Tax Technology

Strategic Profile

innoscripta SE showed strong growth in 2024 with revenue of €64.71 million, an increase of 64.34% compared to €39.37 million the prior year, with earnings increasing 144.27% to €25.09 million. The company IPO'd on May 23, 2025, positioning itself as a pure-play SaaS provider in the specialized R&D tax incentive and project management consulting vertical within Germany and expanding markets.

Cyborg Score Rationale

The company demonstrates strong operational efficiency with EBITDA of €57.24 million and an EBITDA margin of 57.69%. Recent revenue growth of 64%+ and earnings growth of 144%+ indicate strong market traction, though the company appears highly valued given the size of its balance sheet. Stock volatility and recent valuation pullback warrant monitoring.

Top Insights

  • 2024 revenue grew 64.34% to €64.71M with earnings surging 144.27% to €25.09M, demonstrating strong operating leverage
  • Stock reached all-time high of €137 in November 2025 but declined to €61.30 by February 2026, creating potential value opportunity
  • 57.69% EBITDA margin indicates excellent profitability and capital efficiency in core operations
  • IPO completed May 23, 2025 at €120 subscription price through Berenberg-led bookbuilding, providing recent institutional validation

Named Competitors

  • Enterprise Resource Planning Solutions — Large ERP players offering broad compliance modules that could subsume R&D tax functionality
  • Compliance & Tax Software — Tax and compliance specialists with resources to enter R&D incentive vertical
  • Regional R&D Consulting — Traditional consulting firms offering manual R&D tax incentive preparation

Recent Developments

  • (March 2026) Stock trading near 52-week lows following correction from November 2025 peak
  • (May 2025) Successful IPO on XETRA exchange at €120 subscription price
  • (2024) Strong financial performance with 64% revenue growth and 144% earnings growth

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