Professional
Added to YB: 2021-10-28
Pitch date: 2021-10-28
MAD.AX [bullish]
Mader Group Limited
+318.2%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
Mader Group Limited, a contracting company, provides specialist technical services in the mining, energy, and industrial sectors in Australia and internationally.
Market Cap
AUD 1.2B
Pitch Price
AUD 1.80
Price Target
N/A
Dividend
1.40%
EV/EBITDA
11.98
P/E
23.11
EV/Sales
1.46
Sector
Commercial Services and Supplies
Category
growth
Sohra Peak Holding - Mader Group (MAD.AX)
MAD.AX: Mader Group, asset-light mining equipment maintenance provider, grew revenue 42% CAGR since 2009 with 25%+ ROIC. Trades at 14x owner earnings with significant discount to intrinsic value. Expanding to US & Canada, 3-5x long-term global profit potential in existing verticals alone. Q1 FY22 revenue & profit growth >30%. 77% insider owned.
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