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**What the business is ?** Ituran is an Israel based debt-free co providing vehicle tracking and stolen-vehicle recovery subscriptions. its main market is Israel and Brazil. Ituran puts a small tracking unit in cars, motorcycles and trucks. Customers pay a subscription fee for this (74pc of its revenue comes from subscription). In Israel, insurers often require or reward this. For the businesses (car rental cos), and for car makers they pre-install its units (OEM deals, e.g. Stellantis "Connect Fiat" in …
— ORIGINAL POST ·
Ituran - Case
· r/ValueInvesting
· Oct 10, 2026