Professional
Added to YB: 2025-02-24
Pitch date: 2025-02-20
RDX.AX [bullish]
Redox Limited
-4.56%
current return
Author Info
ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.
Company Info
Redox Limited supplies and distributes chemicals, ingredients, and raw materials in Australia, New Zealand, the United States, and internationally.
Market Cap
AUD 2.3B
Pitch Price
AUD 3.29
Price Target
N/A
Dividend
N/A
Sector
Trading Companies and Distributors
Category
value
Redox Limited (RDX.AX): Margin Pressures Temporary, Long-Term Growth Intact
RDX.AX: Secular compounder at discount after -21% post-results. Normalizing biz, mix & pricing changes pressure margins slightly. Focus on market growth & M&A. Conservative mgmt. LDD% EBITDA growth, 15-20% w/ M&A potential. Top sector quality at <13x EV/EBITDA.
Read full article (1 min)