Added to YB: 2025-12-11
Pitch date: 2025-12-09
SEIT.L [bullish]
SDCL Efficiency Income Trust Plc
-1.87%
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
SDCL Energy Efficiency Income Trust PLC invests in energy efficiency projects. The company was incorporated in 2018 and is based in London, United Kingdom.
Market Cap
GBP 682.7M
Pitch Price
GBP 0.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
16.49
EV/Sales
14.14
Sector
Capital Markets
Category
value
SEIT-anic verses
SEIT.L: 1H26 cash flows +20% YoY to £58M (8x NAV/FCF ratio). Driva EBITDA +45%, Red Rochester earnings +50%. Onyx EBITDA potential $28.75M vs current $6.1M as 225MW projects complete. Fixed debt at 5.7%, TEBLs are bridge finance not new debt. 9.7% discount unjustified given no UK CfD exposure. 12.6% dividend yield.
Read full article (5 min)