Professional
Added to YB: 2024-11-04
Pitch date: 2024-11-01
MAD.AX [bullish]
Mader Group Limited
+15.51%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
Mader Group Limited, a contracting company, provides specialist technical services in the mining, energy, and industrial sectors in Australia, North America, and internationally.
Market Cap
AUD 1.7B
Pitch Price
AUD 6.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.81
P/E
N/A
EV/Sales
1.84
Sector
Commercial Services and Supplies
Category
growth
Sohra Peak Capital Portfolio Holding: Mader Group Limited
MAD.AX: Strong FY24 results, conservative FY25 guidance (+14% YoY net income) led to -27% share drop. Opportunity to accumulate. History of beating guidance (FY22: 32% vs 18%, FY23: 51% vs 26%). Expect outperformance in Australia (+10%) and North America (+25%). Est. AUD $0.29 EPS for FY25, 16-17x P/E. 15-20% FCF/share CAGR over 5 years.
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