Added to YB: 2025-10-13
Pitch date: 2025-10-09
KLR.L [bullish]
Keller Group plc
+3.31%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.
Company Info
Keller Group plc provides specialist geotechnical services in North America, Europe, the Middle East, and the Asia-Pacific.
Market Cap
GBP 1.1B
Pitch Price
GBP 15.70
Price Target
22.46 (+40%)
Dividend
3.19%
EV/EBITDA
4.29
P/E
8.45
EV/Sales
0.43
Sector
Construction and Engineering
Category
value
Building the foundations of tomorrow. - Keller Group plc
KLR.L: Largest geotechnical contractor globally, £3B revenue, 12.5% market share of £28B TAM. Order book at all-time high 1.6x. Less cyclical than traditional construction—first on site, first to leave, 5500+ projects annually. Strong balance sheet, becoming net cash positive. DCF shows 46% upside to £22.46 vs £15.37. EV/EBITDA 4.1x. Risks: construction slowdown, steel commodity costs.
Read full article (8 min)