Added to YB: 2025-04-16
Pitch date: 2025-04-14
DRX.TO [neutral]
ADF Group Inc.
+55.03%
current return
Author Info
Company Info
ADF Group Inc. engages in the design and engineering of connections including industrial coatings in Canada and the United States.
Market Cap
CAD 231.9M
Pitch Price
CAD 5.31
Price Target
N/A
Dividend
0.48%
EV/EBITDA
3.91
P/E
6.83
EV/Sales
0.84
Sector
Metals and Mining
Category
turnaround
Radar - ADF Group Inc.
DRX.TO (earnings overview): FY25 rev $339.6M (+2.6%), adj EBITDA $91.3M (+63.2%), EPS $1.84 (vs $1.15). CEO previously called stock price 'a joke' at <3x EBITDA. Now warns FY26 faces revenue/margin pressure from US tariffs (85% of sales). Implementing shared work program, shifting production to Montana. Strong balance sheet ($60M cash) but paused buybacks due to uncertainty.
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