Professional
Added to YB: 2024-10-24
Pitch date: 2024-10-24
DGL.AX [bullish]
DGL Group Limited
+1.96%
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
DGL Group Limited provides specialty chemical formulation, warehousing distribution, waste management and recycling solutions in Australia, New Zealand, and the United States.
Market Cap
AUD 145.5M
Pitch Price
AUD 0.51
Price Target
2.80 (+438%)
Dividend
N/A
Sector
Chemicals
Category
growth
DGL Group Limited - $DGL.AX
DGL.AX: Specialty chem distributor at 5x EV/EBITDA. Asset-heavy model in fragmented market. Strong tailwinds: outsourcing, consolidation, regulation. 20%+ EBITDA CAGR potential. Risks: macro uncertainty, CEO issues. Low valuation ignores LT growth. 40% annual return potential over 5 years at 7.5x multiple.
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