YU.

Yu Group PLC

Utilities First-pass screen £300m

380/1000 Overall fit

AI beneficiary 35% 25

Operating leverage 25% 48

Valuation 25% 30

Downside protection 15% 66

First-pass take

Traditional energy supplier with 49% meter growth and 3.5% market share; lacks AI exposure. Revenue +8% but EBITDA +4% due to margin compression and rising bad debt (2.1% to 2.6%). Strong net cash (£96m) and £1.4bn contract book provide mitigation. No valuation data in filing.

Flags

no-valuation-datamargin-pressurerising-bad-debtnet-cash