DCC.L stock pitch - 2025-03-30
DCC.L: Conglomerate splitting into Energy (retained) & selling Healthcare+Tech (£2B proceeds by 2026). Energy segment generates 18% ROIC, 16.4% 10-yr EBITA CAGR, midpoint £515M. Sales proceeds for special divs, buybacks & bolt-ons. Target 6400p-7000p (25-35% upside) at 9-10x EBITA for remaining Energy biz.
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