Added to YB: 2025-11-25
Pitch date: 2025-11-21
DCC.L [bullish]
DCC plc
+4.61%
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 48.56
Price Target
53.20 (+5%)
Dividend
4.25%
EV/EBITDA
6.93
P/E
37.36
EV/Sales
0.33
Sector
Industrial Conglomerates
Category
special_situation
Theodosian Capital | Stocks Update 21/11/2025 - DCC – Sensible tender approach
DCC.L (update): Tender offer at £50.20-£53.20 (4.4-10.6% premium to 90-day VWAP) to buyback 12.3% of shares using Healthcare sale proceeds. 13% CAGR in profit & DPS over 31yrs. Refocusing on Energy division post-Healthcare/Technology divestitures. Trades 9.7x FY2027 EPS, 4.6% yield - cheap valuation.
Read full article (1 min)