Added to YB: 2026-01-08
Pitch date: 2026-01-07
III.L [bullish]
3i Group plc
-16.18%
current return
Author Info
No bio for this author
Company Info
3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins.
Market Cap
GBP 27.5B
Pitch Price
GBP 31.74
Price Target
N/A
Dividend
2.92%
EV/EBITDA
4.37
P/E
4.16
EV/Sales
4.28
Sector
Capital Markets
Category
value
3i Group – Ready? Action!
III.L: Public wrapper around Action, Europe's exceptional discount retailer with sub-1yr store payback, 15% EBITDA margins, 14% store expansion. 3i owns 62.3%, values Action conservatively at 18.5x EBITDA vs peers at 23-35x. NAV CAGR 19.8% since 2011, P/NAV 1.14x. Risks: LFL deceleration, France execution issues.
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