DCC stock slips on mixed Q3 results

Published 05/02/2025, 10:26
© Reuters.

Investing.com -- Shares of DCC PLC (LSE:DCC) fell 2.8% following the release of the company’s third-quarter results, which showed an adjusted operating profit broadly in line with the prior year and modestly ahead on a constant currency basis.

The decline in stock price reflects mixed performance across its divisions, with robust trading in the Energy sector but a decline in Technology due to weak consumer technology markets in the UK and Europe over the holiday season.

DCC Energy experienced good operating profit growth, benefiting from strong performance in Continental Europe and the Mobility business, despite warmer weather conditions that affected its Energy Solutions division. DCC Healthcare performed as expected, aligning with the previous year’s results, and the company is progressing with its planned disposal in this sector.

However, the Technology division’s operating profit declined, which the company attributed to a challenging market for consumer technology products. This dip in performance in a key holiday trading period likely contributed to investor concerns and the subsequent fall in stock price.

The company’s outlook remains unchanged, with DCC anticipating a year of good operating profit growth and significant strategic progress. The consensus forecast for the fiscal year’s operating profit stands at £718 million, with underlying earnings per share (EPS) at 481p.

RBC analysts commented on DCC’s prospects, stating, "We see short-term trading as likely to be sound, expect a disposal of Healthcare hopefully in the next 6 months and expect further delivery of its Energy strategy, including M&A. Whilst Energy standalone is tough to value, the division is cleaner, has positive mix drivers, is higher return and has more favourable working capital dynamics."

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