Added to YB: 2026-02-27
Pitch date: 2026-02-25
REAT.L [bullish]
REACT Group PLC
Author Info
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Company Info
REACT Group PLC provides drainage, plumbing and pump, cleaning, decontamination, and hygiene services in the United Kingdom.
Market Cap
GBP 12.3M
Pitch Price
GBP 0.52
Price Target
1.00 (+92%)
Dividend
N/A
EV/EBITDA
5.19
P/E
-35.86
EV/Sales
0.61
Sector
Commercial Services and Supplies
Category
value
Cleaning Up 93% Recurring Revenue, with FCF Yield of 13% - REACT Group PLC
REAT.L: UK niche cleaning provider, 93% recurring rev, £2.1M normalized FCF (13% yield on £17M EV). FY28 mgmt target £5M FCF = 145p fair value (286% upside vs 51p). 12% organic CAGR since 2020, 3 acquisitions. Risks: key man (chair/CEO), M&A execution, macro headwinds hit FY25. Chair/CEO own 6.5% combined, bought £117k shares last 24mo.
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