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UK industrial holding company pursuing a buy-improve-sell strategy, led by former Melrose Industries executives.
UK industrial holding company pursuing a buy-improve-sell strategy, led by former Melrose Industries executives.
Its main operating business is ECI, which makes wire harnesses (bundles of cables used in vehicles and equipment) for vehicle and industrial makers. The plan is to buy underperforming industrial companies, improve them and sell them, the approach its management used earlier at Melrose, so gains are meant to come at sale.
In one line: A UK Melrose Industries-style industrial buyout vehicle.
Moat: none (process know-how). No inherent moat; value depends on operational-turnaround execution skill.
Headquarters: London, UK · Founded: 2023
Size Rosebank Industries (ROSE.L) is a United Kingdom Industrials company (Electrical Products) with a market value of $4.15B, the 105th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £312.00 on 6 Nov 2026.
Performance Over six months the shares fell 12.4%, against -21.5% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 7th highest of 19 in its peer set.
Growth The operating margin is 13.3% (peer median 8.2%).
Valuation It trades at 18.8× forward earnings against a peer median of 24.5× (6th cheapest of 19).
Capital Return on invested capital runs 8.1 points below its cost of capital (8.9% WACC).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | |
|---|---|---|---|
| Revenue | n/a | £338M | £0 |
| Revenue growth | — | — | — |
| Gross profit | n/a | £79.7M | £0 |
| EBITDA | n/a | £53.1M | -£9.50M |
| Net income | n/a | -£36.4M | -£8.60M |
| Free cash flow | n/a | -£85.7M | -£800,000 |
| Capital expenditure | n/a | £6.07M | £0 |
| Total debt | n/a | £447M | £500,000 |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Rosebank Industries ROSE.L | $4.15B | -12% | n/a | 13% | 18.8× | n/a |
| Melrose Industries MRO.L | $7.80B | -4% | +9% | 11% | 13.4× | 15.3% |
| Volex VLX.L | $1.27B | -20% | +9% | 9% | 13.4× | 13.2% |
| Methode Electronics MEI | $384M | +12% | +1% | 1% | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ROSE.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.6% | -12.9% | 6th highest of 21 |
| 6-month return | -12.4% | -21.5% | 7th highest of 19 |
| Distance from 52-week high | -21.0% | -49.7% | 2nd highest of 21 |
| Operating margin | 13.3% | 8.2% | 5th highest of 21 |
| Forward P/E | 18.8× | 24.5× | 6th cheapest of 19 |
| ROIC minus cost of capital | -8.1 pp | -1.3 pp | 2nd lowest of 21 |
| EV / EBITDA | 76.6× | 25.6× | most expensive of 6 |
| Net debt / EBITDA | 18.6× | -0.6× | most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Rosebank Industries ROSE.L | United Kingdom | $4.15B | -12% | n/a | 13% | 18.8× | n/a | n/a |
| Ugreen 301606.SZ | China | $4.13B | -23% | +50% | 9% | 25.4× | n/a | n/a |
| Walsin Lihwa 1605.TW | Taiwan | $4.21B | -3% | -4% | 0% | 7.5× | n/a | n/a |
| Teco Electric & Machinery 1504.TW | Taiwan | $4.23B | -13% | +8% | 9% | 19.5× | 9.3% | +5.2% |
| KEI Industries KEI.NS | India | $4.03B | -22% | +25% | 10% | 33.9× | n/a | n/a |
| State Grid Yingda 600517.SS | China | $4.01B | -21% | +8% | 22% | 10.2× | -18.5% | +8.1% |
| DPC DPC | United States | $4.30B | n/a | +12% | -1% | 31.9× | n/a | n/a |
| Gaon Cable 000500.KS | South Korea | $3.97B | +50% | +32% | 3% | n/a | n/a | n/a |
| Beijing Sifang Automation 601126.SS | China | $3.94B | -44% | +9% | 9% | 27.8× | 25.3% | +16.3% |
| Shenzhen Hfc 301716.SZ | China | $3.93B | n/a | +114% | 44% | n/a | 45.3% | n/a |
| Guangzhou Great Power Energy & Technology 300438.SZ | China | $3.90B | -50% | +125% | 7% | 11.7× | 9.7% | +26.8% |
| Henan Pinggao Electric 600312.SS | China | $4.43B | -1% | -6% | 13% | 21.1× | n/a | n/a |
| XJ Electric 000400.SZ | China | $3.86B | 0% | -8% | 6% | 23.5× | n/a | n/a |
| CNGR Advanced Material 2579.HK | Hong Kong | $4.48B | -58% | +53% | 7% | 5.6× | n/a | n/a |
| Hainan Jinpan Smart Technology 688676.SS | China | $3.75B | -38% | +12% | 10% | 29.4× | 28.5% | +24.7% |
| Dajin Heavy Industry 002487.SZ | China | $3.71B | -60% | -2% | 19% | 19.6× | n/a | n/a |
| Wuhan Raycus Fiber Laser Technologies 300747.SZ | China | $3.67B | +22% | +16% | 6% | 76.8× | n/a | n/a |
| Shanghai Moons Electrical 603728.SS | China | $3.66B | -1% | +22% | 4% | 183.9× | n/a | n/a |
| Far East Smarter Energy 600869.SS | China | $4.73B | -16% | -1% | 1% | 37.4× | 38.2% | +7.3% |
| Fortune Electric 1519.TW | Taiwan | $4.75B | -50% | +5% | 21% | 26.0× | 16.1% | +23.6% |
| CALB 3931.HK | Hong Kong | $3.57B | -59% | +80% | 7% | 8.1× | n/a | n/a |