Added to YB: 2025-03-26
Pitch date: 2025-03-24
DLTTF [bullish]
Dalata Hotel Group plc
+37.86%
current return
Author Info
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Company Info
Dalata Hotel Group plc owns, leases, and manages hotels under the Maldron Hotels and Clayton Hotels brand names in Dublin, Regional Ireland, the United Kingdom, and Continental Europe.
Market Cap
EUR 1.1B
Pitch Price
EUR 5.41
Price Target
10.00 (+34%)
Dividend
2.38%
EV/EBITDA
9.13
P/E
14.90
EV/Sales
3.25
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Dalata Hotel Group: Check-Out Time?
DLTTF: Strategic review announced. Asset-heavy model underperforming vs peers. OpCo/PropCo restructure could unlock €8.80-€10/share (+60-84%). Takeover at €7.27 (+32%) possible. Downside €4.50 (-18%). Asymmetric risk/reward: 1.8-4.6x upside vs downside. Catalysts: spin-off, sale, or activist involvement.
Read full article (12 min)