Added to YB: 2024-02-21
Pitch date: 2024-02-20
ALU.L [bullish]
The Alumasc Group plc
+47.12%
current return
Author Info
No bio for this author
Company Info
The Alumasc Group plc, together with its subsidiaries, manufactures and sells building products, systems, and solutions in the United Kingdom, Europe, North America, the Middle East, the Far East, and internationally.
Market Cap
GBP 72.6M
Pitch Price
GBP 1.69
Price Target
N/A
Dividend
5.12%
EV/EBITDA
5.56
P/E
9.18
EV/Sales
0.92
Sector
Building Products
Category
value
The Alumasc Group: Seizing Opportunities in the UK Construction Sector with Strong Fundamentals
ALU.L: 7x fwd P/E, poised for UK construction upturn. High-quality guttering, roofing, fascias, tiles. Decentralized structure, all divisions profitable w/ double-digit margins & growth. Streamlined after selling poorly performing installation division in 2022. Strong fundamentals, upheld guidance despite £7m revenue postponement. Acquisition to boost future earnings. Possible near-term upward revision on Hong Kong order, strong FCF. Attractive at lower end of economic cycle.
Read full article (1 min)