This article by MOI Global instructor Thomas Karlovits, chief executive officer of Blackwall Capital, previews an idea presentation at European Investing Summit 2017.
RIB Software (RIB GY) is a German building and construction software vendor with a market capitalization of about EUR 750 million (EUR 150 million net cash), operating in the field of building information modeling, adding “time and cost” (“5D BIM”) to traditional 3D CAD software. The sector benefits from structural growth due to 1) the construction industry’s need to invest more in IT to correct massive historical underspending (causing productivity growth to lag other industries), and 2) EU regulatory changes taking effect in 2020 that require 5D BIM software for public buildings with the use of such software mandatory in Germany from 2020. Although still in the early stages, the BIM software market recently passed the point of inflection. We anticipate significant acceleration of growth going forward.
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