Added to YB: 2025-12-30
Pitch date: 2025-12-26
SRC.L [neutral]
SigmaRoc plc
+0.48%
current return
Author Info
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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 1.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.43
P/E
18.67
EV/Sales
1.84
Sector
Construction Materials
Category
growth
AIM A-Z Part 30: Serial Acquirers and a Cyclical Niche Leader - Watchlist: SigmaRoc plc
SRC.L (watchlist): £1.4B construction materials group, #1-2 in most markets. Revenue 10x in 5 years via aggressive M&A in fragmented lime/limestone markets. 9.5p EPS guidance = 13.5x P/E, £500M net debt (2x EBITDA), >£100M FCF expected. 6% ROIC (likely depressed by M&A costs pre-synergies). Risk: aggressive M&A in cyclical markets can backfire.
Read full article (1 min)