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Added to YB: 2025-04-15

Pitch date: 2025-03-31

LNR.TO [neutral]

Linamar Corporation

+64.5%

current return

Author Info

No bio for this author

Company Info

Linamar Corporation, together with its subsidiaries, manufactures and sells engineered products in Canada, Europe, the Asia Pacific, and rest of North America.

Market Cap

CAD 4.5B

Pitch Price

CAD 49.17

Price Target

N/A

Dividend

1.55%

EV/EBITDA

3.74

P/E

21.73

EV/Sales

0.56

Sector

Automobile Components

Category

turnaround

Show full summary:
Conventum-Alluvium Global Fund Portfolio Holding: Linamar Corporation

LNR.TO (holding update): Industrial manufacturer down 11.8% on tariffs. 2025 outlook: double margin expansion, double-digit earnings growth, strong cash flow. European ops writedown. Acquisition opportunities, increased customer requests. Committed to Canadian production. Minor valuation tweaks. Maintaining 2.8% position despite distressed price.

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