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SDY

Speedy Hire PLC

Industrial Goods and Services First-pass screen £91m
370/1000 Overall fit
AI beneficiary 35% 35
Operating leverage 25% 45
Valuation 25% 30
Downside protection 15% 42

First-pass take

Equipment rental company with cyclical infrastructure exposure and modest operating leverage. AI integration limited to internal optimization (PeakAI forecasting, Optimizely CMS); no revenue exposure to AI spending. Net debt of £113m (1.9x) limits downside protection despite diversified customer base on multi-year contracts.

Flags

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