Added to YB: 2026-10-14
Pitch date: 2026-10-12
EBO.NZ [bullish]
EBOS Group Limited
-1.4%
current return
Author Info
No bio for this author
Company Info
EBOS Group Limited engages in the marketing, wholesale, and distribution of healthcare, medical, pharmaceutical, and animal care products in Australia, Southeast Asia, and New Zealand.
Market Cap
NZD 3.2B
Pitch Price
NZD 20.00
Price Target
N/A
Dividend
6.46%
EV/EBITDA
8.50
P/E
13.99
EV/Sales
0.35
Sector
Health Care Providers and Services
Category
value
Lodestone, plus, a special hard-hitting investigation - EBOS Group Limited
EBO.NZ (update): EBOS looks reasonable at 14x earnings with a dividend and still-respectable 12% ROCE after losing the Chemist Warehouse contract. The historically strong serial acquirer remains profitable, acquisitive and fairly well run, making a potential PE sale after the abrupt selloff look short-sighted. The challenge is maturity: at more than $13B of revenue, small deals move the dial less, while new CEO Adam Hall remains unproven.
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