Added to YB: 2026-01-08
Pitch date: 2026-01-06
SHM.AX [bullish]
Shriro Holdings Limited
+0.64%
current return
Author Info
Company Info
Shriro Holdings Limited, together with its subsidiaries, manufactures, markets, and distributes consumer products in Australia, New Zealand, the United States, China, and internationally.
Market Cap
AUD 61.1M
Pitch Price
AUD 0.78
Price Target
1.30 (+66%)
Dividend
N/A
EV/EBITDA
4.88
P/E
9.57
EV/Sales
0.58
Sector
Household Durables
Category
value
New special sit idea from down under: Shriro (ASX:SHM)
SHM.AX: Aussie wholesaler trading 4x EBIT, 5x FCF despite clean balance sheet & consistent FCF generation. Fiona Brown (DDR founder) bought 20% at $0.87, planning $15M more buybacks (33% of shares by 2026). Structural destocking hurt revenue but margins improving. Potential takeout catalyst. Risks: biz deterioration, Casio distribution loss.
Read full article (10 min)