Added to YB: 2026-05-08
Pitch date: 2026-05-01
DCC.L [neutral]
DCC plc
-0.95%
current return
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 4.9B
Pitch Price
GBP 58.00
Price Target
N/A
Dividend
3.68%
EV/EBITDA
7.13
P/E
43.89
EV/Sales
0.34
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Theodosian Capital | Stocks Update 1/5/2026 - DCC – Approach from PE
DCC.L (update): Rejected £58/share PE consortium bid (ECP + KKR) as fundamentally undervaluing co & prospects. £58 = 11x FY2028 EPS consensus, below 7 of 9 analyst PTs (none include control premium). High-quality energy consolidator w/ mid-teens ROE, strong FCF generation. Consortium has until June 10 to firm up offer or walk away.
Read full article (1 min)