Professional
Added to YB: 2023-05-19
Pitch date: 2023-05-19
DUR.AX [bullish]
Duratec Limited
+233.39%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
Duratec Limited, together with its subsidiaries, engages in the provision of assessment, protection, remediation, and refurbishment services to a range of assets primarily for steel and concrete infrastructure in Australia.
Market Cap
AUD 729.7M
Pitch Price
AUD 0.86
Price Target
N/A
Dividend
1.50%
EV/EBITDA
16.96
P/E
32.33
EV/Sales
1.26
Sector
Construction and Engineering
Category
growth
Sohra Peak Holding - Duratec Limited (DUR.AX)
Duratec (DUR.AX): Infrastructure remediation specialist with competitive edge from MEnD Consulting subsidiary - proprietary 3D modeling cuts client costs & proven lead generator via 10-15% share of AU petrography market. Strong growth: 13% Owner Earnings yield, 9.7x P/E, 6.9x EV/EBIT on FY23 ests despite 20-30%+ growth outlook. Upside from rising DoD spend, cross-selling, M&A. Trades at discount to peers.
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