Added to YB: 2025-12-09
Pitch date: 2025-12-06
TEA.AX [bullish]
Tasmea Limited
-1.77%
current return
Author Info
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Company Info
Tasmea Limited provides shutdown, maintenance, emergency breakdown, and capital upgrade services in Australia.
Market Cap
AUD 1.2B
Pitch Price
AUD 4.51
Price Target
9.00 (+103%)
Dividend
2.67%
EV/EBITDA
15.32
P/E
19.59
EV/Sales
2.35
Sector
Construction and Engineering
Category
value
Show full summary:
Tasmea Limited - Beneath the high-vis and hard hats
TEA.AX: Australian industrial services roll-up w/ 25 specialist maintenance businesses, 90% recurring revenue via MSAs. EPS CAGR ~25% despite dilution, EBIT margins expanding 8.9% to 15%+ by FY26. ROIC >20%, trading 15x FY26 EPS. Recent WorkPac deal at 2.8x EBIT shows disciplined M&A. Target A$9 (~double).
Read full article (9 min)