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1. Company Snapshot

1.a. Company Description

Renew Holdings plc operates as a contractor in the field of engineering services and specialist building in the United Kingdom.The company provides services to the energy, environmental, rail, and infrastructure markets.It offers operational support and asset care; critical planned and reactive maintenance and renewals; civil, mechanical, and electrical engineering services; geotechnical and earthworks; plant, power, and signaling renewals; 24/7 emergency services; asset renewal and refurbishment; tunnel and shaft refurbishment, fencing, and devegetation; and in-house design services, as well as wireless telecoms installations; 3G, 4G, 5G, and Wi-Fi technologies; temporary sites and special events; and maintenance and decommissioning services.


The company also provides nuclear decommissioning and decontamination; and specialist fabrication and manufacturing services.In addition, it offers flood risk management programs; clean and wastewater rehabilitation infrastructure; and port, harbor, and sea defenses, as well as maintains strategic water mains and mains drainage.Further, the company provides soil and groundwater remediation; in-house technology and environmental engineering resources; and specialist restoration and convention, as well as designs remediation and ground engineering solutions.


Additionally, it undertakes residential refurbishment, and research and laboratory schemes; temporary structural engineering works; sale of land, and the leasing and sub-leasing of properties; and refurbishment of private residential assets, as well as the construction, renovation, and refurbishment of science facilities.The company was formerly known as Montpellier Group Plc and changed its name to Renew Holdings plc in December 2005.Renew Holdings plc was founded in 1786 and is headquartered in Leeds, the United Kingdom.

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1.b. Last Insights on RNWH

Renew Holdings plc's recent performance has been driven by several positive factors. The company has announced a dividend increase to £0.1267, indicating a commitment to returning value to shareholders. Insider buying activity has also been observed, with several directors and executives purchasing shares, suggesting confidence in the company's future prospects. Additionally, Renew Holdings has been identified as an undervalued small-cap stock with potential for growth, despite broader economic challenges.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Form 8.3 - IQE Plc

Sep -09

Source:

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Taylor Wimpey (LSE:TW.): A Fresh Look at Valuation After a Year of Share Price Pressure

Sep -09

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Assessing Diageo (LSE:DGE) Shares: Is the Current Valuation a Missed Opportunity?

Sep -09

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Does Lloyds Offer More Value After Latest UK Interest Rate Decision?

Sep -09

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HSBC sees gradual unwinding of OPEC+ voluntary cuts over next year

Sep -09

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HSBC HOLDINGS PLC ANNOUNCES RESULTS OF ITS TENDER OFFERS FOR FOUR SERIES OF NOTES

Sep -09

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Form 8.3 - UNITE GROUP PLC

Sep -09

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National Express owner sees shares hit the skids after earnings fall

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.56%)

6. Segments

Engineering Services

Expected Growth: 5.5%

Renew Holdings plc's Engineering Services segment growth of 5.5% is driven by increasing demand for infrastructure maintenance and upgrade services, particularly in the rail and highways sectors. Additionally, the company's focus on renewable energy and decarbonization initiatives, as well as its strategic acquisitions, have contributed to the segment's growth.

Specialist Building

Expected Growth: 6.2%

Renew Holdings' Specialist Building segment growth of 6.2% is driven by increasing demand for infrastructure projects, government investments in transportation and energy sectors, and a strong order book. Additionally, the segment benefits from its niche expertise in complex and high-value projects, enabling it to capitalize on the UK's growing need for specialized construction services.

Central Activities

Expected Growth: 5.8%

Renew Holdings plc's Central Activities segment growth of 5.8% is driven by increasing demand for essential infrastructure maintenance, government investments in transportation and energy projects, and strategic acquisitions. Additionally, the company's focus on renewable energy and sustainability initiatives has contributed to its growth, as well as its ability to capitalize on the UK's infrastructure development plans.

7. Detailed Products

Environmental Services

Renew Holdings plc provides environmental services, including waste management, recycling, and environmental consultancy to help clients manage their environmental impact.

Specialist Services

Renew offers specialist services, including decommissioning, demolition, and remediation, to support clients in the nuclear, oil and gas, and industrial sectors.

Infrastructure Services

Renew provides infrastructure services, including civil engineering, construction, and maintenance, to support clients in the transportation, energy, and utilities sectors.

Engineering Services

Renew offers engineering services, including design, fabrication, and installation, to support clients in the energy, industrial, and infrastructure sectors.

8. Renew Holdings plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Renew Holdings plc operates in a niche market with limited substitutes, reducing the threat of substitutes.

Bargaining Power Of Customers

Renew Holdings plc's customers have limited bargaining power due to the specialized nature of the company's services.

Bargaining Power Of Suppliers

Renew Holdings plc's suppliers have moderate bargaining power due to the availability of alternative suppliers in the market.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the specialized services market.

Intensity Of Rivalry

The intensity of rivalry is high in the specialized services market, with several established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 8.97%
Debt Cost 8.77%
Equity Weight 91.03%
Equity Cost 8.77%
WACC 8.77%
Leverage 9.85%

11. Quality Control: Renew Holdings plc passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Veidekke

A-Score: 7.5/10

Value: 5.7

Growth: 5.1

Quality: 7.0

Yield: 9.4

Momentum: 8.0

Volatility: 9.7

1-Year Total Return ->

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Stock-Card
Per Aarsleff Holding

A-Score: 6.5/10

Value: 5.8

Growth: 8.2

Quality: 4.8

Yield: 3.8

Momentum: 10.0

Volatility: 6.7

1-Year Total Return ->

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Stock-Card
BAM

A-Score: 5.8/10

Value: 6.7

Growth: 4.8

Quality: 4.7

Yield: 5.6

Momentum: 9.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
Mirbud

A-Score: 5.3/10

Value: 7.4

Growth: 4.7

Quality: 4.7

Yield: 3.8

Momentum: 7.0

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Renew

A-Score: 4.9/10

Value: 5.3

Growth: 5.9

Quality: 6.4

Yield: 4.4

Momentum: 2.0

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Assystem

A-Score: 3.8/10

Value: 3.2

Growth: 3.7

Quality: 3.2

Yield: 6.2

Momentum: 2.0

Volatility: 4.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

9.2$

Current Price

9.2$

Potential

-0.00%

Expected Cash-Flows