Professional
Added to YB: 2025-09-01
Pitch date: 2025-06-30
FSJ.L [neutral]
James Fisher and Sons plc
+12.54%
current return
Author Info
No bio for this author
Company Info
James Fisher and Sons plc operates as an engineering services company worldwide. It operates through three segments: Energy, Defence, and Maritime Transport.
Market Cap
GBP 170.9M
Pitch Price
GBP 3.51
Price Target
10.50 (+166%)
Dividend
N/A
EV/EBITDA
3.74
P/E
3.77
EV/Sales
0.64
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.
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