Added to YB: 2025-10-01
Pitch date: 2025-09-10
BORR [bullish]
Borr Drilling Limited
+85.53%
current return
Author Info
No bio for this author
Company Info
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe.
Market Cap
$2.0B
Pitch Price
$3.04
Price Target
8.22 (+46%)
Dividend
N/A
EV/EBITDA
7.86
P/E
38.88
EV/Sales
3.73
Sector
Energy Equipment and Services
Category
turnaround
Borr Drilling Limited - $BORR
BORR: Offshore drilling w/ 24 modern jack-up rigs (avg 3yrs old) vs 30yr+ global fleet. Q2: $268M rev (+24% QoQ), $133M EBITDA (+39% QoQ), 99.6% utilization. $600M mkt cap vs $460-470M 2025 EBITDA consensus. Contract repricing, deleveraging $2.2B debt, supply scarcity until 2027 catalysts. High oil/dayrate sensitivity risk.
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