Professional
Added to YB: 2025-09-01
Pitch date: 2025-06-30
FSJ.L [neutral]
James Fisher and Sons plc
+31.91%
current return
Author Info
No bio for this author
Company Info
James Fisher and Sons plc operates as a marine services company in the United Kingdom, Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
GBP 249.4M
Pitch Price
GBP 3.51
Price Target
10.50 (+127%)
Dividend
N/A
EV/EBITDA
6.04
P/E
-56.61
EV/Sales
1.00
Sector
Transportation Infrastructure
Category
turnaround
Rockwood Strategic Portfolio Holding: James Fisher and Sons plc
FSJ.L (holding update): Specialist engineering services co (energy/defence/renewables) trading at 4x '25E EBITDA, 0.5x EV/sales. New mgmt team targeting margin recovery from 6.7% to 10% & ROCE from 8.2% to 15%. Net debt cut £56M via disposals. Target £75M EBITDA at historical 10x multiple = >200% upside.
Read full article (1 min)