Professional
Added to YB: 2025-07-28
Pitch date: 2025-07-24
SRC.L [bullish]
SigmaRoc plc
+10.07%
current return
Author Info
No bio for this author
Company Info
SigmaRoc plc, through its subsidiaries, invests, acquires, and integrates businesses in the quarried materials sector in the United Kingdom, Ireland, western Europe, Central Europe, and Nordics.
Market Cap
GBP 1.4B
Pitch Price
GBP 1.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.43
P/E
18.67
EV/Sales
1.84
Sector
Construction Materials
Category
value
Alluvial Fund New Portfolio Holding: SigmaRoc plc
SRC.L (new position): Top lime producer in Scandinavia, UK, Ireland & W.Europe (#2 in Germany, Poland, Czechia). Strong regional moats from transport costs & quarry challenges. Attractive valuation on current assets; potential upside from €500B German infrastructure spending wave—SigmaRoc's largest market—boosting demand & pricing.
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