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Added to YB: 2026-06-24

Pitch date: 2026-06-19

THW.AQ [neutral]

Daniel Thwaites PLC

Author Info

No bio for this author

Company Info

Daniel Thwaites PLC, together with its subsidiaries, owns, operates, and manages pubs, inns, and hotels and spas in the United Kingdom.

Market Cap

GBP 60.4M

Pitch Price

N/A

Price Target

N/A

Dividend

3.49%

EV/EBITDA

6.07

P/E

7.90

EV/Sales

1.02

Sector

Hotels, Restaurants and Leisure

Category

value

Show full summary:
Theodosian Capital | Stocks Update 19/6/2026 – A year of steady progress

THW.AQ (earnings): FY26 rev £127.0m, op profit £13.0m, both all-time highs (vs £120.6m/£11.8m). NAV/share rose £4.31→£4.54 (~4x share price). Net debt cut £71.4m→£67.7m; £2m buybacks + began clearing 7.02% debentures (£40.5m left). Cheap at 7.9x earnings, 0.24x P/B.

Read full article (1 min)