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ROR

Rotork PLC

Industrial Goods and Services First-pass screen £2.5bn
500/1000 Overall fit
AI beneficiary 35% 50
Operating leverage 25% 70
Valuation 25% 30
Downside protection 15% 51

First-pass take

Industrial automation company with data-centre cooling exposure benefiting from infrastructure investment, showing strong margin expansion (10% profit growth on 3.7% revenue), but significant Oil & Gas exposure (45% revenue) and cyclical industrial end-markets limit upside. No valuation multiples disclosed.

Flags

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