Added to YB: 2026-03-10
Pitch date: 2026-03-06
IR5B.IR [neutral]
Irish Continental Group plc
-3.94%
current return
Author Info
No bio for this author
Company Info
Irish Continental Group plc operates as a maritime transport company in Ireland, the United Kingdom, and Continental Europe.
Market Cap
GBP 967.9M
Pitch Price
GBP 5.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.13
P/E
14.24
EV/Sales
1.84
Sector
Marine Transportation
Category
value
Theodosian Capital | Stocks Update 6/3/2026 - IR5B – FY results; well placed to navigate troubled seas in 2026
IR5B.IR (earnings): Record FY results: rev €667M (+10% YoY), net income €75M (+25%), adj EPS +28% aided by €98M buybacks. ROE 26% (+7pts), 9yr high. Strong balance sheet: 1.7x net debt/EBITDA. YTD 2026: positive car/truck/terminal volumes, containers softer. Open-book freight deals auto-adjust for fuel surcharges. Patient capital allocator: owned fleet strategy, retired 47% shares since 2010, DPS +63% same period. Trades 12.0x 2027 EPS, 2.7% yield.
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