What could change its growth trajectory, and what would confirm it?
InfraCom Group expects growth to rest on the overlap of its own business areas, with cross-selling acting as an important driver of growth and profitability alongside organic growth and strategic acquisitions. This reliance on cross-selling reflects that its customer offering includes several business areas overlapping each other.
InfraCom Group states a goal that every customer should also become a customer in all of its business areas. Its stated vision is to be the market leader in IT infrastructure for the corporate market in Northern Europe.
What is the investment case, and what must be true for it to hold?
The investment case for InfraCom Group rests on cross-selling: if its stated goal of every customer buying across all business areas is achieved within its overlapping, security-demanding offering, the company says that motion is an important driver of growth and profitability. That driver matters because the customer offering spans several business areas that overlap.
InfraCom Group serves about 20,000 customers, mostly SMEs and public-sector bodies. Its business idea covers cloud telephony, cloud IT services, data centers, and data communication and internet access for clients with high operational and data security requirements.
What does the product do for its buyer, and how is it delivered?
InfraCom Group's offering spans four infrastructure areas — cloud telephony on its internally developed Infinity platform, cloud IT services, its own data centers, and data communication and internet access — for customers whose stated demand centers on high operational and data security. The Telefoni area offers a broad range of cloud-based telephony services.
Customers create virtual servers (VPS), server backup, or Microsoft Exchange accounts themselves and, with one login, adjust the desired capacity and modify their subscription as needed. The hosting and data center division provides server and data management infrastructure in the company's own data centers, which include three secure data halls with highly redundant internet capacity. Delivery occurs mainly over fiber, though alternatives such as radio link address unique customer requirements.
