Irish Continental Group plc (ICGC.L) | Investment Case

1. Company Snapshot

1.a. Company Description

Irish Continental Group plc operates as a maritime transport company.It operates through two segments, Ferries, and Container and Terminal.The Ferries segment engages in the provision of passenger and roll on roll off freight shipping, and container lift on lift off freight services on routes between Ireland, Britain, and Continental Europe.

The Container and Terminal segment provides door-to-door and feeder lift on lift off freight services, stevedoring, and other related terminal services, as well as operates container terminals in the ports of Dublin and Belfast.The company also provides ship chartering, shipping and forwarding agency, ship leasing, and administration services.Irish Continental Group plc was founded in 1972 and is based in Dublin, Ireland.

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1.b. Last Insights on ICGC

Recent trading updates from Irish Continental Group plc (ICGC) indicate a mixed performance. The company's volumes have increased, with a 11.0% rise in cars and 7.8% growth in RoRo Freight year-over-year. However, the absence of a recent earnings release and the lack of specific financial information in the trading update make it challenging to assess the company's financial health. Insider buying activity has been significant, with multiple insiders securing a larger position in the company's shares over the last 12 months, totaling €5.62m. This could be a positive sign for the company's prospects.

1.c. Company Highlights

Last Price	545
Change Percentage	3.81%
Open	538.75
Previous Close	525
Market Cap ( Millions)	831
Volume	385
Year High	545
Year Low	5.12
M A 50	500.51
M A 200	470.93

FCF Yield	0.21%
Dividend Yield	2.61%
ROE	13.54%
Debt / Equity	79.60%
Net Debt / EBIDTA	255.97%
Price To Book	3.32
Price Earnings Ratio	23.78
Price To FCF	480.71
Price To sales	2.0
EV / EBITDA	13.27

2. Transcript Summary

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3. NewsRoom

Exploring Undiscovered Gems in the UK for December 2025

Dec -01

Source:

Trading Statement

Nov -26

Source:

Block listing Interim Review

Nov -18

Source:

Company Secretary Change

Nov -14

Source:

Kalmar and Dublin Ferryport Terminals solidify 25-year partnership with seven-year Kalmar Care contract extension

Nov -10

Source:

Belfast Container Terminal secures seven-year Kalmar Care contract extension to drive future growth

Nov -10

Source:

Undiscovered Gems In United Kingdom Highlighted By 3 Promising Stocks

Oct -31

Source:

3 UK Penny Stocks With Market Caps Larger Than £100M

Oct -08

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.50%)

6. Segments

Ferries

Expected Growth: 4.5%

Growing demand for ferry services, increasing tourism and trade between Ireland and the UK, and investments in modern vessels will drive growth in Irish Continental Group's Ferries segment.

Container & Terminal

Expected Growth: 4.5%

Growing demand for door-to-door logistics services, increasing trade between Ireland and the UK, and investments in terminal facilities are expected to drive the Container & Terminal segment's growth.

7. Detailed Products

Ferries

Irish Continental Group plc operates a fleet of ferries that provide transportation services for passengers, cars, and freight between Ireland, the UK, and Continental Europe.

Container Shipping

The company offers container shipping services for freight forwarders, logistics companies, and manufacturers, providing a reliable and efficient way to transport goods.

Terminal Operations

Irish Continental Group plc operates terminals in Dublin and Belfast, providing a range of services including stevedoring, storage, and cargo handling.

Eucon Shipping and Logistics

Eucon is a subsidiary of Irish Continental Group plc, providing a range of shipping and logistics services including freight forwarding, customs clearance, and warehousing.

8. Irish Continental Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Irish Continental Group plc is moderate due to the availability of alternative transportation modes such as air and road transport.

Bargaining Power Of Customers

The bargaining power of customers is low due to the company's strong brand reputation and limited alternatives for customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the company's dependence on a few large suppliers for fuel and other essential services.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the shipping industry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry is high due to the competitive nature of the shipping industry, with several established players competing for market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	40.29%
Debt Cost	3.95%
Equity Weight	59.71%
Equity Cost	9.05%
WACC	7.00%
Leverage	67.48%

11. Quality Control: Irish Continental Group plc passed 5 out of 9 key points

Strong Liquidity

Low Deb

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

ZIM Shipping

A-Score: 5.8/10

Value: 10.0

Growth: 6.7

Quality: 6.9

Yield: 10.0

Momentum: 1.0

Volatility: 0.3

1-Year Total Return ->

StealthGas

A-Score: 5.2/10

Value: 9.0

Growth: 7.2

Quality: 7.6

Yield: 0.0

Momentum: 4.0

Volatility: 3.3

1-Year Total Return ->

HHLA

A-Score: 5.0/10

Value: 6.0

Growth: 2.6

Quality: 2.4

Yield: 3.8

Momentum: 8.0

Volatility: 7.3

1-Year Total Return ->

Irish Continental

A-Score: 4.7/10

Value: 4.2

Growth: 7.3

Quality: 6.1

Yield: 4.4

Momentum: 4.0

Volatility: 2.3

1-Year Total Return ->

DFDS

A-Score: 3.3/10

Value: 8.7

Growth: 5.3

Quality: 1.3

Yield: 1.2

Momentum: 0.5

Volatility: 2.7

1-Year Total Return ->

EuroDry

A-Score: 2.4/10

Value: 8.0

Growth: 2.9

Quality: 0.4

Yield: 0.0

Momentum: 0.5

Volatility: 2.3

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

-2.24%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

7.00%

Irish Continental Group plc - IE00BLP58571

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on ICGC

1.c. Company Highlights

Higher Growth

More Volatile

Better Quality

Average Quality

Average Growth

Medium Volatility

Expensive

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.50%)

6. Segments

Ferries

Expected Growth: 4.5%

Container & Terminal

Expected Growth: 4.5%

7. Detailed Products

Ferries

Container Shipping

Terminal Operations

Eucon Shipping and Logistics

8. Irish Continental Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Irish Continental Group plc passed 5 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

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

5.45$

Current Price

5.45$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA