Added to YB: 2026-06-16
Pitch date: 2026-06-13
TEA.AX [neutral]
Tasmea Limited
+3.24%
current return
Author Info
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Company Info
Tasmea Limited provides shutdown, maintenance, emergency breakdown, and capital upgrade services in Australia.
Market Cap
AUD 2.2B
Pitch Price
AUD 8.65
Price Target
N/A
Dividend
1.40%
EV/EBITDA
25.60
P/E
44.05
EV/Sales
3.34
Sector
Construction and Engineering
Category
growth
Show full summary:
The #1 Academy: three signings for the watch list - Tasmea Limited
TEA.AX (watchlist): Aussie industrial maintenance consolidator, 25 specialty trades businesses. FY rev +37% to A$548M, net profit +74% to A$53M, ROCE ~32%, ROE 39.5%. Buys at ~5x EBIT vs 20x mkt. Founders own ~60%. Maxim deal (HV/electrification) +31% EPS. But +3x in 1yr, now ~40x earnings, dilutive M&A. Watchlist on valuation.
Read full article (6 min)