Added to YB: 2026-05-07
Pitch date: 2026-05-05
IDHC.L [bullish]
Integrated Diagnostics Holdings plc
-7.98%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Integrated Diagnostics Holdings plc, a consumer healthcare company, provides medical diagnostics services to patients.
Market Cap
$18.1B
Pitch Price
$0.61
Price Target
N/A
Dividend
1.43%
EV/EBITDA
6.61
P/E
12.44
EV/Sales
2.20
Sector
Health Care Providers and Services
Category
special_situation
IDHC - buying back in
IDHC.L (new position): 78% operating profit jump, yet 12x P/E at £240M mkt cap. Elliott (21.67% stake) signals activist catalyst for higher dividends (currently 19% payout), potential Nigeria divestiture & M&A discipline. Egypt EBITDA strong across regions; revenue/patient +31% on radiology growth. £7M cash increase despite £27.5M capex (139 new branches). Net cash position. Risks: Egypt macro instability, Iran conflict, KSA/Nigeria losses, Elliott forced changes.
Read full article (4 min)