
DGL Group Limited (DGL.AX)
ValueMarkers Composite Index
88% below intrinsic value ($3)
DGL Group Limited (DGL.AX) — VMCI valuation read
DGL.AX prints VMCI 54/100 inside the Industrials sector, where the median sits at 50. The 4-point above-median delta is the cleanest single-number summary of DGL Group Limited's composite stance, and in the mid-cap bucket it places the share ahead of the typical peer on the five-pillar mix.
On DGL.AX, the SEC EDGAR Form 4 stream shows no insider buys or sells in the past 30 days. Quiet tapes happen; they just remove a signal that bull and bear cases sometimes lean on for confirmation.
**Investor frame.** DGL.AX trades at 18.0x earnings, 0% above the Industrials median of 18.0x; that is the value line. ROIC of 10.0% sits 0.0pp above the Industrials median (10.0%); that is the quality line. net debt to EBITDA of -1.4x leaves covenant headroom; that is the risk line for DGL Group Limited on the trailing financials.
DGL.AX rose 2.8% over the trailing 7 days, with a -20.1% read on a 30-day basis.
DGL Group Limited provides specialty chemical formulation and manufacturing, warehousing and distribution, and waste management and recycling solutions in Australia and New Zealand. The company operates through three segments: Chemical Manufacturing, Warehousing and Distribution, and Environmental Solutions. The Chemical Manufacturing segment produces a range of specialty chemicals; and undertakes advanced formulation and contract manufacturing on behalf of third parties. This segment also offers water treatment chemicals under the Hardman brand name. The Warehousing and Distribution segment provides freight forwarding, inventory management, transport, logistics, and warehousing services focusing on dangerous and hazardous goods across Australia and New Zealand. It also manages logistics and distribution of other goods, including food, pharmaceutical products, agricultural products, security sensitive goods, and temperature-controlled products. The Environmental Solutions segment undertakes resource recovery and waste management activities. This segment is also involved in the liquid waste treatment, used lead acid battery recycling, and lead smelting and refining activities. The company serves a range of sectors, including agriculture, water treatment, mining, construction, automotive, food, pharmaceutical, lead smelters, plastic recyclers, utilities, galvanizers, manufacturing, home and garden, and chemical companies. The company was formerly known as DGL Environmental Pty Ltd and changed its name to DGL Group Limited in April 2021. DGL Group Limited was incorporated in 1984 and is based in Melbourne, Australia.
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