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Added to YB: 2024-12-05

Pitch date: 2024-12-03

DGL.AX [neutral]

DGL Group Limited

-42.24%

current return

Author Info

Company Info

DGL Group Limited operates as a supplier of chemical logistics and services in Australia, New Zealand, and the United States.

Market Cap

AUD 112.7M

Pitch Price

AUD 0.58

Price Target

N/A

Dividend

N/A

EV/EBITDA

7.76

P/E

-2.93

EV/Sales

0.57

Sector

Chemicals

Category

value

Show full summary:
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)