Added to YB: 2025-05-19
Pitch date: 2025-03-30
DCC.L [bullish]
DCC plc
+2.48%
current return
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 4.7B
Pitch Price
GBP 49.57
Price Target
7.0K (+13680%)
Dividend
4.25%
EV/EBITDA
6.93
P/E
37.36
EV/Sales
0.33
Sector
Industrial Conglomerates
Category
special_situation
DCC plc - $DCC.L
DCC.L: Conglomerate splitting into Energy (retained) & selling Healthcare+Tech (£2B proceeds by 2026). Energy segment generates 18% ROIC, 16.4% 10-yr EBITA CAGR, midpoint £515M. Sales proceeds for special divs, buybacks & bolt-ons. Target 6400p-7000p (25-35% upside) at 9-10x EBITA for remaining Energy biz.
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