Professional
Added to YB: 2025-12-10
Pitch date: 2025-12-08
DUR.AX [bullish]
Duratec Limited
-1.6%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Duratec Limited, together with its subsidiaries, engages in the provision of assessment, protection, remediation, and refurbishment services to a range of assets primarily for steel and concrete infrastructure in Australia.
Market Cap
AUD 491.2M
Pitch Price
AUD 1.87
Price Target
N/A
Dividend
2.23%
EV/EBITDA
10.64
P/E
21.97
EV/Sales
0.80
Sector
Construction and Engineering
Category
value
Idea Brunch with Abby and Jim Zimmerman of Lowell Capital - Duratec Limited
DUR.AX: Australian engineering services for asset protection/remediation across defense/mining/infrastructure. Non-discretionary demand creates recurring revenue even in downturns. Strong balance sheet w/ ~A$48M net cash, minimal debt, high FCF conversion. Trades 10x EV/OCF, 7x EV/EBITDA despite aging infrastructure tailwinds.
Read full article (1 min)