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1. Company Snapshot

1.a. Company Description

Dowlais Group Plc manufactures and sells automotive parts in the Americas, Europe, and Asia.The company engages in developing, manufacturing, and supplying automotive drive systems for conventional and electric vehicles.It manufactures sideshafts, propshafts, and constant velocity joints for passenger vehicles; and AWD systems and eDrive systems, as well as provides component solutions to systems, including control software.


The company is also involved in the production of metal powders and powder metal parts for the automotive and industrial sectors, as well as the provision of hydrogen storage solutions.The company was formerly known as Dowlais Group Headquarters Plc and changed its name to Dowlais Group Plc in February 2023.Dowlais Group Plc was incorporated in 2023 and is based in London, the United Kingdom.

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1.b. Last Insights on DWL

Dowlais Group plc's recent performance has been positively driven by the recommended cash and share combination with American Axle & Manufacturing Holdings, Inc. (AAM), which has received shareholder approval. The acquisition, announced on July 22, 2025, marks a significant evolution in the company's business condition. Additionally, several Form 8.3 filings, including those on August 20, 18, and 13, 2025, indicate ongoing investor interest and support. The deal is expected to bring strategic benefits, although specific synergies have not been detailed.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Form 8.3

Dec -04

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Form 8.3

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Form 8.3

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Form 8.3

Dec -01

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Form 8.3

Nov -28

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Form 8.3

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Form 8.3

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Form 8.3

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.74%)

6. Segments

Automotive

Expected Growth: 1.8%

Dowlais Group plc's Automotive segment growth of 1.8% is driven by increasing demand for electric vehicles, government incentives for eco-friendly cars, and strategic partnerships with leading OEMs. Additionally, the company's focus on R&D, expansion into emerging markets, and cost-saving initiatives have contributed to the segment's growth.

Powder Metallurgy

Expected Growth: 1.5%

Dowlais Group plc's Powder Metallurgy segment growth of 1.5% is driven by increasing demand for lightweight components in the automotive industry, growth in industrial applications, and expanding use in additive manufacturing. Additionally, the segment benefits from the company's focus on innovation, cost reduction, and strategic partnerships, enabling it to capitalize on emerging trends and opportunities.

Hydrogen

Expected Growth: 3.0%

Dowlais Group plc's 3.0% growth in Hydrogen is driven by increasing demand for clean energy, government incentives for renewable energy adoption, and strategic partnerships to expand production capacity. Additionally, declining production costs and improving technology efficiency are contributing to the segment's growth.

7. Detailed Products

Steel Products

Dowlais Group plc offers a wide range of steel products, including steel plates, steel tubes, and steel pipes, used in construction, engineering, and manufacturing industries.

Engineering Services

The company provides engineering services, including design, fabrication, and installation of steel structures, mechanical equipment, and piping systems.

Fabrication Services

Dowlais Group plc offers fabrication services, including cutting, bending, and welding of steel, aluminum, and stainless steel, for various industries.

Machining Services

The company provides machining services, including CNC machining, turning, and milling, for precision engineering components.

Coatings and Linings

Dowlais Group plc offers coatings and linings services, including painting, blasting, and applying specialized coatings for corrosion protection.

8. Dowlais Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Dowlais Group plc is moderate due to the availability of alternative products and services in the market.

Bargaining Power Of Customers

The bargaining power of customers is high due to the concentration of buyers in the market, giving them significant negotiating power.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low due to the availability of multiple suppliers in the market, reducing their negotiating power.

Threat Of New Entrants

The threat of new entrants is moderate due to the moderate barriers to entry in the industry, making it possible for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high due to the high level of competition in the industry, leading to a competitive market environment.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 31.90%
Debt Cost 7.52%
Equity Weight 68.10%
Equity Cost 8.37%
WACC 8.10%
Leverage 46.84%

11. Quality Control: Dowlais Group plc passed 2 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

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Dowlais

A-Score: 5.7/10

Value: 9.8

Growth: 2.8

Quality: 1.6

Yield: 6.2

Momentum: 9.5

Volatility: 4.3

1-Year Total Return ->

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Piaggio

A-Score: 5.0/10

Value: 7.8

Growth: 4.1

Quality: 3.2

Yield: 8.1

Momentum: 1.5

Volatility: 5.3

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Bertrandt

A-Score: 4.3/10

Value: 9.8

Growth: 2.6

Quality: 5.3

Yield: 2.5

Momentum: 3.0

Volatility: 2.3

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Polestar Automotive Holding UK

A-Score: 3.5/10

Value: 9.6

Growth: 4.6

Quality: 5.0

Yield: 0.0

Momentum: 1.5

Volatility: 0.3

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NFI Group

A-Score: 3.4/10

Value: 6.8

Growth: 2.2

Quality: 2.5

Yield: 1.0

Momentum: 3.0

Volatility: 4.7

1-Year Total Return ->

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Aston Martin

A-Score: 2.8/10

Value: 8.5

Growth: 4.7

Quality: 0.7

Yield: 0.0

Momentum: 2.0

Volatility: 1.0

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

0.83$

Current Price

0.83$

Potential

-0.00%

Expected Cash-Flows