Added to YB: 2026-05-07
Pitch date: 2026-05-05
IDHC.L [bullish]
Integrated Diagnostics Holdings plc
+0.23%
current return
Author Info
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Company Info
Integrated Diagnostics Holdings plc, a consumer healthcare company, provides medical diagnostics services to patients.
Market Cap
$14.3B
Pitch Price
$0.61
Price Target
N/A
Dividend
1.71%
EV/EBITDA
5.25
P/E
9.86
EV/Sales
1.75
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)