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Agillic: Three themes that anchor our investment case
Sammanfattning
- Agillic's investment case is anchored by three themes: the need for personalized communication amid AI content growth, European data sovereignty, and a transition from turnaround to profitable growth.
- Management emphasizes that while AI can generate content at scale, value is created through targeted delivery using data, especially as synthetic content could reach 90% by the end of 2026.
- Agillic differentiates itself from US competitors by maintaining its infrastructure in Europe, ensuring GDPR compliance, and focusing on Nordic clients with high data security needs.
- In 2025, Agillic achieved positive earnings with an EBITDA of DKK 8.4 million on revenue of DKK 58.4 million, and aims for profitable growth with earnings expected to outpace revenue growth by 2026.
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Agillic was profiled this week in an article where management highlighted three themes that sit at the core of our investment case: the need for personalization at a time of explosive growth in AI-generated content, European data sovereignty as a competitive parameter against the large US-based players, and the journey from turnaround to profitable growth.
It is estimated that up to 90% of all content could be synthetic by the end of 2026, while the average consumer is exposed to 4,000-10,000 marketing messages daily – which is precisely why the ability to deliver relevant, personalized communication becomes the decisive differentiator. As management puts it: AI can produce content at scale, but the value is only created when it is combined with data and delivered in a targeted way to pre-defined segments.
On the data side, management points out that companies within financial services and organizations handling sensitive data are increasingly reluctant to have their data processed outside the EU – and here Agillic differentiates itself from its primarily US-based competitors by having its entire infrastructure in Europe, full GDPR compliance, and support based in Copenhagen with deep knowledge of the Nordic market. This speaks directly to Agillic's target audience of Nordic clients within finance, retail, media, and NGOs, where the requirements for both customer relevance and data security are high.
2025 marked the turning point, with new leadership, a completed transformation, and earnings that have turned positive (EBITDA of DKK 8.4 million on revenue of DKK 58.4 million), and the next step is now profitable growth – which aligns with the company's 2026 guidance, where earnings are expected to grow faster than the top line, and free cash flow turns positive.
Read the full Article from Borsen here:
AI i moderne marketing er intet uden relevans og datasikkerhed
You can also read over investment case here:
Disclaimer: HC Andersen Capital receives payment from Agillic for a Digital IR/Corporate Visibility subscription agreement. /Michael Friis, 11:22, 27/04-2026.
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Agillic är ett danskt mjukvarubolag i kategorin för marknadsföringsteknologi som erbjuder en så kallad 'customer experience platform', där företag kan arbeta med datadriven insikt och innehåll för att skapa, automatisera och skicka personlig kommunikation till stora kundbaser och över kanaler. Visionen är att hjälpa företag att bygga och utveckla kundrelationer utifrån kundupplevelsen.
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