Atkinsrealis Group Inc T.ATRL

Alternate Symbol(s): SNCAF

Industrials Conglomerates

Atkinsrealis Group Inc., formerly SNC-Lavalin Group Inc., is a professional services, and project management company. It delivers end-to-end services across the whole life cycle of an asset including consulting, and advisory and environmental services. Its segments include Engineering Services; Nuclear; O&M; Linxon; LSTK Projects, and Capital. The Engineering Services segment includes consultancy, engineering, design and project management services. The Nuclear segment supports clients across the entire nuclear lifecycle with the full spectrum of services from consultancy, EPCM services, field services, technology services, spare parts, reactor support and decommissioning and waste management. The O&M segment consists of providing operations, maintenance, and asset management solutions. The Linxon segment offers engineering, procurement, management, and construction services. The LSTK Projects is comprised of the remaining LSTK construction contracts of the Company.

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Atkinsrealis Group Inc > Question to Ron

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Comment by Gabrielon Aug 08, 2023 6:55pm

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Post# 35578534

RE:RE:RE:RE:Question to Ron

It is a momentary set back. They would have had an EBITDA 375m in the last twelve months with an EBITDA margin of 9.6% (higher than SNC...) had it not been for the 4 LSTKs, two of which with SNC and for which they also have claims.

With such a strong backlog, I am expecting EBITDA margins to climb above 10% (I advise and provide technical support to comparable companies in claims and lawsuits including Aecon but not as of late). Possibly 400m EBITDA in 2025. At 10x it is worth 4B. Presently it is selling at 25-30 cents on the dollar.

https://www.cantechletter.com/2023/07/aecon-group-has-price-target-lowered-at-ia-capital/amp/

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