Edison Investment Research - DOWLAIS GROUP (DWL) Dowlais Group - Vigo: The benefits of restructuring and investment

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Edison Investment Research

Toby Thorrington

Dowlais Group - Vigo: The benefits of restructuring and investment

A visit to the Vigo plant provided tangible evidence of the restructuring and investment undertaken to improve the cost base required to deliver management’s margin targets as automotive markets recover. The shift to electric vehicles (EVs) is also key. Management expectation is for the business to be drivetrain agnostic with upside potential from complete eDrive systems. Details of contract wins will be key to confirming this. Delivery of margins and the EV transition will promote Dowlais as a premium automotive company offering the potential for valuation enhancement.

19/06/2023 1 EN

Underlying

DOWLAIS GROUP

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GB00BMWRZ071 United Kingdom

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Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Toby Thorrington

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Dowlais Group - Vigo: The benefits of restructuring and investment

Form 8.3 - The Vanguard Group, Inc.: Dowlais Group plc

Form 8.3 - The Vanguard Group, Inc.: Dowlais Group plc

Form 8.3 - The Vanguard Group, Inc.: Dowlais Group plc

Manx Financial Group - Termination of coverage

musicMagpie - Termination of coverage

Topps Tiles - Accelerating growth through Q125

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