Added to YB: 2026-07-29
Pitch date: 2026-07-24
NEXS.L [neutral]
Nexus Infrastructure plc
Author Info
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Company Info
Nexus Infrastructure plc, through its subsidiaries, develops and delivers infrastructure solutions to the housebuilding, water, rail, and commercial sectors.
Market Cap
GBP 9.5M
Pitch Price
N/A
Price Target
N/A
Dividend
2.86%
EV/EBITDA
6.52
P/E
-5.98
EV/Sales
0.19
Sector
Construction and Engineering
Category
turnaround
Stock in Focus - Nexus Infrastructure ($NEXS)
NEXS.L (watchlist): UK groundworks contractor at £9.5m mcap, 0.14x P/S, £65.9m FY25 rev, £8.5m cash/no debt. Turnaround play: Tamdown (90% rev, 14% GM) weak; Coleman (31% GM, AMP8 water spend £104B) key. FY26 modest profit expected. Convexity via op gearing. Gyllenhammar owns 29%. Speculative swing trade; would buy at £5-7.5m mcap. Risks: working cap drain, dilution, tender pricing.
Read full article (8 min)