Added to YB: 2026-09-17
Pitch date: 2026-09-15
ADFJF [bullish]
ADF Group Inc.
Author Info
No bio for this author
Company Info
ADF Group Inc. engages in the design and engineering of connections including industrial coatings in Canada and the United States.
Market Cap
CAD 391.2M
Pitch Price
N/A
Price Target
N/A
Dividend
0.29%
EV/EBITDA
6.01
P/E
12.33
EV/Sales
0.98
Sector
Metals and Mining
Category
turnaround
Weekly #21: Most Interesting D-Sheets from the Past Week (Sep 8 – Sep 14, 2026) - ADF Group Inc.
ADFJF (earnings): ADF Group’s core thesis is gross-margin normalization toward management’s roughly 21%-plus level from 18.7% as lower-margin Groupe LAR legacy contracts roll off through Q3 and Q4. Q2 revenue rose 79% to C$95.0M, or about 41% underlying growth excluding a C$20.2M claim settlement, while backlog reached a record C$693.7M; steel costs, tariffs and capex execution remain risks.
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