Added to YB: 2026-03-05
Pitch date: 2026-03-03
GEO.TO [neutral]
Geodrill Limited
-2.22%
current return
Author Info
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Company Info
Geodrill Limited, together with its subsidiaries, provides mineral exploration drilling services to the mining companies in West Africa, Egypt, Chile, and Peru.
Market Cap
CAD 126.7M
Pitch Price
CAD 3.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.46
P/E
-89.71
EV/Sales
0.63
Sector
Metals and Mining
Category
turnaround
Geodrill Q4 & FY2025 Update – $GEO.TO
GEO.TO (earnings): Q4 rev $46.7M (+41% YoY) but EBITDA $3.4M (7% margin) vs $6.1M (19%) prior year on Ghana cedi FX hit, Chile ramp costs, mix shift. FY25 record rev $184.9M (+29%) but margin compressed to 18% vs 24%. $8.4M Côte d'Ivoire tax hit = net loss. $150M 3yr contracts secured, Chile fully utilized, pricing improving. Mgmt expects margin recovery 2026 post-transition. 4x EV/EBITDA, ~3x forward if EBITDA normalizes to $40M.
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