Added to YB: 2025-11-18
Pitch date: 2025-11-14
DCC.L [neutral]
DCC plc
+2.64%
current return
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 4.7B
Pitch Price
GBP 49.49
Price Target
N/A
Dividend
4.25%
EV/EBITDA
6.93
P/E
37.36
EV/Sales
0.33
Sector
Industrial Conglomerates
Category
value
Theodosian Capital | Stocks Update 14/11/2025 - DCC – Solid interims; tender in December
DCC.L (earnings): Solid H1 results, divesting Healthcare & Tech divisions (US Tech by end-2026), £600m tender offer Dec completion. Energy division hit by mild weather & HK/Macau sale. FCF improved to £24m vs -£16m, 95% conversion. M&A appetite rising in fragmented energy market. 5% DPS increase to 69.5p. Trades 9.9x FY27 EPS, 4.5% yield.
Read full article (2 min)