AUTG

Autins Group PLC

Automobiles and Parts First-pass screen £4.64m

330/1000 Overall fit

AI beneficiary 35% 20

Operating leverage 25% 45

Valuation 25% 30

Downside protection 15% 50

First-pass take

Automotive components manufacturer with zero AI exposure. Turnaround under way showing margin improvement (29.5% → 31.9%) and £4.7m new recurring revenue wins. However, 35% revenue concentration in one customer, cyclical automotive exposure, and still loss-making (forecasting first profit since 2017 in FY26) present significant downside. Low leverage (0.5x) is sole bright spot.

Flags

no-ai-exposureloss-makingcustomer-concentrationcyclicalmicro-capturnaround