Added to YB: 2026-05-26
Pitch date: 2026-05-22
DCC.L [neutral]
DCC plc
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 5.3B
Pitch Price
N/A
Price Target
N/A
Dividend
3.52%
EV/EBITDA
7.45
P/E
21.40
EV/Sales
0.43
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Theodosian Capital | Stocks Update 22/5/2026 - DCC – Another year of progress
DCC.L (update): FY26 Energy op profit +1.8% YoY at CER, ROCE 18.8% (+30bps). 10yr avg ROCE 18.7%, 4% organic growth, 10.4% EBITA CAGR, 99% cash conversion. Targets £830M EBITDA by FY30 (2x FY22 baseline) via European/US energy market consolidation. Net debt £690M matches FCF. KKR/Energy Capital low-ball bid; may raise offer. Trades 12.2x FY27 EPS, 3.6% yield.
Read full article (1 min)