Added to YB: 2026-08-05
Pitch date: 2026-08-02
AVG.L [bullish]
Avingtrans plc
Author Info
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Company Info
Avingtrans plc, together with its subsidiaries, provides engineered components, systems, and services to the energy, medical, and infrastructure industries worldwide.
Market Cap
GBP 262.9M
Pitch Price
GBP 7.20
Price Target
N/A
Dividend
0.68%
EV/EBITDA
18.60
P/E
33.76
EV/Sales
1.82
Sector
Machinery
Category
growth
Avingtrans PLC ($AVG.L): A nuclear beneficiary at a fair price
AVG.L: UK microcap nuclear play at £7.15, £264m mkt cap. AES division (Hayward Tyler, Metalcraft, Booth) spans nuclear lifecycle w/ ASME certs; raised £21m at 630p to 2.5x nuclear capacity from £35m to £90m rev by 2031 on known business, HT at 35-37% EBITDA margin. HT alone covers ~80% of valuation at 12x. FY26 ~22x P/E, FY28 15.8x (Cavendish 45.3p EPS). Medtech optionality (Adaptix Ortho350 FDA/CE cleared, Magnetica MRI, ViewRay) w/ IPO/sale potential post-FY28. Multi-year catalyst-driven thesis; bumpy road until nuclear rev lands.
Read full article (11 min)