Added to YB: 2025-12-22
Pitch date: 2025-12-19
TEA.AX [bullish]
Tasmea Limited
Author Info
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Company Info
Tasmea Limited provides shutdown, maintenance, emergency breakdown, and capital upgrade services in Australia.
Market Cap
AUD 1.1B
Pitch Price
N/A
Price Target
8.22 (+101%)
Dividend
2.87%
EV/EBITDA
14.36
P/E
18.24
EV/Sales
2.20
Sector
Construction and Engineering
Category
value
Tasmea Limited - $TEA.AX
TEA.AX: Australian specialized maintenance roll-up trading at 13x earnings despite 35%+ CAGR revenue/EBIT growth, 95% recurring rev. Twin-pillar strategy: organic growth + acquisitions in remote locations with high barriers. Workpac acquisition adds labor recruitment, boosts FY26 EPS guidance to A$0.328. Secular tailwinds from electrification & mining. Price target A$7.80 (80% upside).
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