Professional
Added to YB: 2024-03-22
Pitch date: 2024-03-17
DGL.AX [bullish]
DGL Group Limited
-48.89%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
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 0.68
Price Target
0.99 (+176%)
Dividend
N/A
EV/EBITDA
7.76
P/E
-2.93
EV/Sales
0.57
Sector
Chemicals
Category
growth
Idea Brunch with Toff Capital: DGL Group Limited - $DGL.AX
DGL.AX: Aussie specialty chemicals distributor at 5x FY24 EBITDA. Resilient industry growing GDP++, driven by outsourcing trend. DGL more exposed to cyclical end-markets but should see 20%+ EBITDA growth long-term via M&A. Potential re-rating to 10x+ EBITDA = 45% 5yr upside as platform scales.
Read full article (3 min)