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This small cap has a clear path to profit growth

The door and window supplier has a new chief executive with ambitious growth targets
This small cap has a clear path to profit growthPublished on September 5, 2024

Judging what is a ‘normal’ state of affairs for a business like Eurocell (ECEL) isn’t easy.

Tip style
Value
Risk rating
Medium
Timescale
Medium Term
Bull points
  • New store strategy is delivering higher sales
  • Improved balance sheet
  • Earnings expected to jump next year
Bear points
  • Shares have massively underperformed peers
  • Low levels of liquidity 
  • Capex set to double

The maker of uPVC windows, doors and other plastic building products has been in business for 50 years, but during that time it has been owned by its founders, a management buyout team, a Belgian chemicals group and a private equity firm. The latter, H2 Equity Partners, bought the company in 2013, floated it in 2015 and had offloaded its entire stake by 2017.

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