SDI

Sdi Group PLC

Industrial Goods and Services First-pass screen £79m

390/1000 Overall fit

AI beneficiary 35% 25

Operating leverage 25% 55

Valuation 25% 30

Downside protection 15% 58

First-pass take

SDI is a profitable, cash-generative buy-and-build acquirer of niche engineering companies. AI exposure is minimal: only one product order by an acquired company (InspecVision GAV). Organic revenue declined 1.6% in FY25 despite £2.8m of acquisition contributions, signaling market headwinds in core lab-equipment and industrial-sensor end-markets. No valuation data in document.

Flags

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