Added to YB: 2025-10-21
Pitch date: 2025-10-17
YU.L [neutral]
Yü Group PLC
-4.13%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Yü Group PLC, through its subsidiaries, supplies energy and utility solutions primarily in the United Kingdom.
Market Cap
GBP 260.3M
Pitch Price
GBP 16.06
Price Target
N/A
Dividend
4.06%
EV/EBITDA
3.33
P/E
7.96
EV/Sales
0.22
Sector
Independent Power and Renewable Electricity Producers
Category
special_situation
Heads up! Head's down & Yu Energy
YU.L (overview): Energy supplier at 7x P/E, 4.9% yield, £257M market cap. Smart meter revenue growth modest vs retail. Key catalyst: Oct 2026 half-hourly settlements enabling real-time energy trading could boost profits significantly. However, gross margins fell to 13.5% (was 17-18%), net profit/MWH at record low £13.75. Political/NetZero risks remain.
Read full article (8 min)