Professional
Added to YB: 2025-07-28
Pitch date: 2025-07-24
SRC.L [bullish]
SigmaRoc plc
+6.77%
current return
Author Info
Alluvial Capital is an investment manager with a focus on overlooked and obscure securities around the world. Sign up for the newsletter.
Company Info
SigmaRoc plc, through its subsidiaries, invests in and/or acquires projects in the quarried materials sector.
Market Cap
GBP 1.3B
Pitch Price
GBP 1.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.57
P/E
59.69
EV/Sales
1.87
Sector
Construction Materials
Category
value
Alluvial Fund New Portfolio Holding: SigmaRoc plc
SRC.L (new position): Top lime producer in Scandinavia, UK, Ireland & W.Europe (#2 in Germany, Poland, Czechia). Strong regional moats from transport costs & quarry challenges. Attractive valuation on current assets; potential upside from €500B German infrastructure spending wave—SigmaRoc's largest market—boosting demand & pricing.
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