Added to YB: 2026-06-23
Pitch date: 2026-06-20
SEIT.L [neutral]
SDCL Efficiency Income Trust Plc
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
SDCL Energy Efficiency Income Trust PLC invests in energy efficiency projects. The company was incorporated in 2018 and is based in London, United Kingdom.
Market Cap
GBP 369.0M
Pitch Price
N/A
Price Target
N/A
Dividend
18.71%
EV/EBITDA
N/A
P/E
8.91
EV/Sales
7.63
Sector
Capital Markets
Category
value
The glass, do you SEIT is half full?
SEIT.L (update): UK energy-efficiency trust in managed wind-down, dividend suspended, stock 32p vs ~90p NAV net of debt. Recent disposals at NAV/premiums (last at 9% discount); £133m net debt vs £190m RCF, ~£110m annual cash gen could clear RCF in ~1yr. Red Rochester at 5x EBITDA (12x peers), Onyx YieldCo 23% inflation-linked returns. SABA 22.5% stake. FY26 results June catalyst.
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