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TickerMLEC
SectorBiotechnology
Mkt cap$6M
EV / EBITDAN/A
PostureUnder Pressure
Composite40/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1937737

Moolec Science SA

MLECUNDER PRESSUREQUIET

Moolec Science SA reads as Under Pressure (composite 40/100); pressure / disclosure signals dominate the posture this cycle · primary market Healthcare.

Lens

Disclosed M&A capital (2023–2025)

$37M

new

vs N/A in 2020–2022

Disclosed transactions

3

+200%

3/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

40

/100

Under Pressure dominates · Quiet

Financial snapshot
Revenue$8M
EBITDAN/A
Enterprise value$253M
EV / Revenue0.8×
EV / EBITDAN/A
P/EN/A
Cash$5M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

3/100

Companies actively deploying disclosed capital into M&A

  • $37M disclosed buyer spend

Buyer Cadence

0/100

Buyer-side companies with recent filing activity

Target Probability

32/100

Issuers showing target-side patterns from filings

  • Control-process language
  • 4 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 4 activism filings

Pressure Watch

Dominant
40/100

Issuers facing activism, governance, or control pressure

  • 4 activism filings
  • Latest activism 2.1y ago; discounted
  • Shareholder pressure language
  • Control-process filings

Distress Watch

30/100

Issuers showing financial-distress filing patterns

  • Missing recent 10-Q
  • 4 activism filings

Restatement Risk

12/100

Issuers with accounting-integrity flags from filings

  • 1 NT late filing
  • Latest event 7mo ago

Capital Velocity

14/100

Issuers with the highest filing-activity intensity

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $253M
  • 6 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $35M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20251$35M$35MN/A
20241N/AN/AN/A
20231$2M$2MN/A
20221N/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Platform
    25%
  • Geographic Expansion
    25%
  • Bolt On
    25%
  • Technology Acquisition
    25%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • platform
  • geographic_expansion
  • bolt_on
  • technology_acquisition
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

We plan to selectively partner, in-license or acquire key enabling technologies, patents and businesses across our value chain

10-KFY2024

keep us on the cutting edge of our industry

10-KFY2024
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Healthcare

Market spend (2023–2025)
$195B
Market spend (2020–2022)
$253.6B
Recent vs prior
−23%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

MLEC trades at a -16.6-turn discount to the Healthcare peer median of 12.9×.

EV / Revenue
0.8×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
12.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.4×6.7×3.1×$62.8B$18B
17.2×0.9×1.9×$449.7B$28.1B
12.9×6.0×2.6×$37.2B$26.7B
11.7×0.5×2.5×$200.4B$6.4B
9.3×1.9×2.8×$76.4B$1.3B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Healthcare. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)52025-12-29
  • 10-Q (quarterly)0N/A
  • 8-K (event)0N/A
  • Proxy / DEF 14A0N/A
  • Activism (13D / DFAN / PREC)42024-04-17

Signals on file

  • watch

    Late-filing notice

    2025-11-03

    1 NT 10-K/10-Q filing on file.

  • elevated

    Activism on file

    2024-04-17

    4 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Recent transaction activity

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.