IT in Russian: an honest discussion about business valuation, risks, and market drivers

Let’s watch an engaging and lively discussion with representatives of publicly listed IT companies and investors, who talked frankly—without myths or marketing—about:

• Where the x5 multiples in IT business valuations come from and what really drives profitability;


• How import substitution actually works in practice—step by step, with parallel development tracks and deferred demand through to 2030;


• Why cybersecurity has become the main market driver—and where clients are unwilling to cut costs;


• How internal development within corporations creates a unique “Russian anomaly” in competition;


• Where to find capital: private investors, government support, IPOs, and private equity in Russia.

Speakers:

• Evgeny Borisov — Partner, KAMA FLOW;


• Ekaterina Bushueva — Investor Relations Director, Arenadata Group;


• Yuri Marinichev — Investor Relations Director, Positive Technologies;


• Ivan Vakhmyanin — Managing Partner, Visiology.

Discussion moderator: Nazar Schetinin, “The Grumpy Investor.”  



👀 Watch on YouTube, RuTube, VK video