Added to YB: 2025-09-16
Pitch date: 2025-09-12
DCC.L [neutral]
DCC plc
+9.91%
current return
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 4.9B
Pitch Price
GBP 46.54
Price Target
N/A
Dividend
4.13%
EV/EBITDA
7.21
P/E
39.11
EV/Sales
0.34
Sector
Industrial Conglomerates
Category
special_situation
Theodosian Capital | DCC – £600m tender
DCC.L (update): Returning £600m via Nov tender after £800m Healthcare sale, reducing share count ~10%. Pure energy play post-Tech disposal. 31-yr track record: 13% CAGR profit/DPS. Cheap at 10.6x FY26 consensus PE, 4.3% yield. Top operator, surplus capital retirement should drive superior long-term returns.
Read full article (1 min)