Added to YB: 2025-02-26
Pitch date: 2025-02-24
ORL.TA [neutral]
Oil Refineries Ltd.
+2.63%
current return
Author Info
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Company Info
Oil Refineries Ltd., together with its subsidiaries, primarily engages in the production and sale of fuel products, intermediate materials, and aromatic products in Israel and internationally.
Market Cap
ILS 943.0M
Pitch Price
ILS 1.01
Price Target
N/A
Dividend
18.29%
EV/EBITDA
2.84
P/E
3.78
EV/Sales
0.20
Sector
Oil, Gas and Consumable Fuels
Category
value
Monday Delight: 24/02/25 - Oil Refineries Ltd.
ORL.TA (overview): Israeli refinery, 1 of 2 in country. Deep value (P/E 3.8, P/FCF 2.2) with 18.4% dividend yield. Mid-high teens FCF yield at $60 oil. Trades below replacement cost. Risks: aging, polluting facility faces fines, potential shutdown. High FCF yield compensates for environmental vs energy security trade-off.
Read full article (1 min)