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Edison Releases In-Depth Report on HgT

On 12 June 2026, Edison Investment Research issued a detailed report on HgT, emphasizing the software sector's growth potential due to agentic AI advancements. During a recent capital markets day, HgT's manager expressed strong belief in AI's potential for software companies. This includes significant productivity increases and heightened AI integration within its portfolio businesses.

Key 2026 goals for portfolio companies comprise a threefold rise in engineering productivity and a 40% automation rate for support roles. Additionally, achieving a 70% penetration of AI tools and boosting EBITDA margin by 2 percentage points are targets. HgT also aims for AI to constitute over 10% in new bookings.

HgT focuses on leading businesses in essential solution sectors, characterized by complex product offerings and robust management. These companies operate within favorable competitive landscapes, providing mission-critical solutions with high stakes for failure. Edison’s report offers a comprehensive look at these strategic moves.

R. E.

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