Added to YB: 2026-09-11
Pitch date: 2026-09-10
AIEA.L [bullish]
AIREA plc
Author Info
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Company Info
AIREA plc, together with its subsidiaries, designs, manufactures, and sells floor coverings in the United Kingdom and internationally.
Market Cap
GBP 10.4M
Pitch Price
N/A
Price Target
0.45 (+67%)
Dividend
3.70%
EV/EBITDA
6.84
P/E
10.61
EV/Sales
0.43
Sector
Household Durables
Category
value
Airea (AIEA) - Carpet Tiles, Hard Assets and Soft Returns
AIEA.L (monitor): AIREA trades at 0.64x tangible book after installing its new factory following £6.8m of manufacturing investment and repaying bank debt. 1H26 sales rose 10.2% and operating profit improved year over year. A central private-market estimate is 45p per share, implying 67% upside, but realization depends on new capacity and international expansion sustaining growth, restoring high-single-digit operating margins and generating free cash flow; the £3.0m pension deficit and roughly £0.75m annual recovery contributions remain material.
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