Added to YB: 2026-03-19
Pitch date: 2026-03-16
TRU.L [neutral]
TruFin plc
Author Info
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Company Info
TruFin plc provides niche lending, early payment services, and video game publishing in the United Kingdom.
Market Cap
GBP 121.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.49
P/E
20.11
EV/Sales
1.61
Sector
Financial Services
Category
value
My Top 8 Highest Conviction Micro Cap Ideas - TruFin (LSE: TRU)
TRU.L (update): UK holding co w/ 3 assets trading below SOTP. Adj PBT +720% YoY to >£7.4M, adj EBITDA >£11.8M, rev £63M (+15%). Playstack signed multi-year contract w/ global platform for internally-owned IP (no rev share), back-catalogue to hit ~50% of 2026 rev (hit-driven→recurring shift). £6M new buyback after £8M in 2025 (£14M total from £120M mcap). Mgmt incentive plan tied to £50M+ Playstack exit valuation signals value crystallization imminent.
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