Added to YB: 2024-12-05
Pitch date: 2024-12-03
DGL.AX [neutral]
DGL Group Limited
-7.76%
current return
Author Info
Company Info
DGL Group Limited provides specialty chemical formulation, warehousing distribution, waste management and recycling solutions in Australia, New Zealand, and the United States.
Market Cap
AUD 132.6M
Pitch Price
AUD 0.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.03
P/E
21.34
EV/Sales
0.61
Sector
Chemicals
Category
value
Playing With Fire - DGL Group Limited
DGL.AX (watchlist): Vertically integrated specialty chemicals & hazardous goods logistics co in AU/NZ. One-stop shop w/ high barriers (strict regs, licenses). 20% annual growth since 1999. Recent earnings dip due to customer destocking & high capex, but CEO buying shares. Trades at 10x depressed EV/EBIT, 0.8x P/TB. Private market value ~2x current.
Read full article (12 min)