Added to YB: 2025-09-17
Pitch date: 2025-07-30
DWL.L [bullish]
Dowlais Group plc
+20.23%
current return
Author Info
No bio for this author
Company Info
Dowlais Group plc manufactures and sells automotive parts in the United Kingdom, Rest of Europe, North America, South America, Asia, and Africa.
Market Cap
GBP 1.0B
Pitch Price
GBP 0.70
Price Target
211.00 (+24989%)
Dividend
5.28%
EV/EBITDA
5.41
P/E
-12.39
EV/Sales
0.53
Sector
Automobile Components
Category
value
Dowlais Group plc - $DWL.L
DWL.L: Auto supplier merging with AXL creating $12B revenue entity. $300M annual synergies (200bps EBITDA margin boost to 14%) + Dowlais standalone +200bps margin plan. Trading <2x 2027 PE, ~6.5x EV/EBITDA. Auto cycle recovery + synergy delivery = potential 3x upside by 2027-28. Risks: auto downturn, GM concentration (24% sales).
Read full article (8 min)