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AO.

Ao World PLC

Retail First-pass screen £502m
440/1000 Overall fit
AI beneficiary 35% 28
Operating leverage 25% 72
Valuation 25% 30
Downside protection 15% 58

First-pass take

UK electricals retailer with strong operating leverage (32% adjusted PBT growth on 7% revenue growth; margin expansion to 4.1%). Net cash position of £23m, but lacks explicit AI revenue exposure, no valuation multiples in filing, and faces multi-year cost inflation headwinds.

Flags

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