Added to YB: 2026-02-06
Pitch date: 2026-02-04
TEA.AX [bullish]
Tasmea Limited
-6.33%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.
Company Info
Tasmea Limited provides shutdown, maintenance, emergency breakdown, and capital upgrade services in Australia.
Market Cap
AUD 960.3M
Pitch Price
AUD 4.11
Price Target
N/A
Dividend
3.25%
EV/EBITDA
12.85
P/E
16.10
EV/Sales
1.97
Sector
Construction and Engineering
Category
growth
Return Of The Moat: Six Heavy-Moat Stocks To Buy Now - Tasmea Limited
TEA.AX: Maintenance/repair conglomerate serving miners (70% rev), utilities, oil/gas in remote Australia. 34% 5yr rev CAGR, 17% ROIC, avg customer tenure 16yrs. Founders own 62%, guide A$160M EBIT by 2028 vs A$110M 2024. 15x fwd P/E for dbl-digit growth amid mining tailwinds from energy transition.
Read full article (1 min)