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Hardide PLC (GB:HDD)
LSE:HDD
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Hardide (HDD) AI Stock Analysis

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GB:HDD

Hardide

(LSE:HDD)

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Neutral 56 (OpenAI - Gpt-5.6Sol)
Rating:56Neutral
Price Target:
84.00 p
▼(-11.11% Downside)
Action:Reiterated
Date:07/24/26
The score is driven primarily by improving financial performance (turnaround to profitability and positive free cash flow) and strong technical trend (price well above key moving averages). These positives are tempered by elevated valuation (high P/E) and stretched momentum signals (overbought RSI/Stoch), plus increased leverage and still-thin margins that reduce the cushion if growth slows.
Positive Factors
Revenue and earnings turnaround
The sharp FY2025 revenue increase and return to positive EBIT, EBITDA and net income indicate improved demand and operating execution. If sustained, this recovery can support greater scale and strengthen Hardide’s position in demanding industrial coating applications.
Negative Factors
Thin profitability cushion
A net margin of roughly 3% leaves limited protection against cost inflation, execution issues or softer customer demand. Even with strong revenue growth, modest margin conversion could constrain reinvestment and make future earnings sensitive to operating changes.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and earnings turnaround
The sharp FY2025 revenue increase and return to positive EBIT, EBITDA and net income indicate improved demand and operating execution. If sustained, this recovery can support greater scale and strengthen Hardide’s position in demanding industrial coating applications.
Read all positive factors

Hardide (HDD) vs. iShares MSCI United Kingdom ETF (EWC)

Hardide Business Overview & Revenue Model

Company Description
Operating globally, Hardide plc specializes in the development and supply of cutting-edge tungsten carbide/tungsten metal matrix composite coatings. These high-performance products serve a wide array of critical industries, including energy, aeros...
How the Company Makes Money
Hardide makes money primarily by providing coating services: customers (typically industrial OEMs, service companies, or end users) supply parts/components that Hardide coats using its proprietary tungsten carbide-based process, and Hardide invoic...

Hardide Financial Statement Overview

Summary
FY2025 shows a clear turnaround with strong revenue growth (+50.2% YoY), a return to profitability, and improved free cash flow. Offsetting this, profitability remains thin (net margin ~3%), the historical loss period (FY2020–FY2024) suggests volatility risk, and leverage has increased (debt-to-equity ~1.06), reducing flexibility if momentum slows.
Income Statement
58
Neutral
Balance Sheet
50
Neutral
Cash Flow
60
Neutral
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue9.42M6.03M4.73M5.50M5.01M3.60M
Gross Profit4.71M2.69M2.28M2.61M1.88M1.31M
EBITDA2.53M1.03M-363.00K-165.00K-937.00K-1.69M
Net Income1.47M178.00K-1.32M-1.12M-2.19M-2.80M
Balance Sheet
Total Assets8.71M7.61M7.75M8.40M9.73M10.76M
Cash, Cash Equivalents and Short-Term Investments1.49M827.00K700.00K740.00K693.00K1.54M
Total Debt2.22M4.09M2.81M3.05M2.96M2.95M
Total Liabilities3.55M3.73M4.09M4.11M4.21M3.84M
Stockholders Equity5.17M3.88M3.66M4.29M5.53M6.91M
Cash Flow
Free Cash Flow904.00K594.00K-486.00K56.00K-1.31M-2.25M
Operating Cash Flow1.11M663.00K-422.00K166.00K-1.01M-1.94M
Investing Cash Flow-207.00K-69.00K-64.00K-110.00K-292.00K-299.00K
Financing Cash Flow-399.00K-449.00K434.00K-98.00K322.00K943.00K

Hardide Technical Analysis

Technical Analysis Sentiment
Positive
Last Price94.50
Price Trends
50DMA
80.40
Positive
100DMA
60.80
Positive
200DMA
39.87
Positive
Market Momentum
MACD
2.10
Positive
RSI
41.16
Neutral
STOCH
10.08
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:HDD, the sentiment is Positive. The current price of 94.5 is below the 20-day moving average (MA) of 96.63, above the 50-day MA of 80.40, and above the 200-day MA of 39.87, indicating a neutral trend. The MACD of 2.10 indicates Positive momentum. The RSI at 41.16 is Neutral, neither overbought nor oversold. The STOCH value of 10.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:HDD.

Hardide Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
£1.02B18.8111.29%1.89%-11.73%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
56
Neutral
£64.63M43.8532.49%48.07%
55
Neutral
£162.30M-1.35-13.27%-4.98%-43.98%
42
Neutral
£20.60M-1.89-85.45%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:HDD
Hardide
90.00
82.50
1100.00%
GB:ELM
Elementis
179.20
15.10
9.20%
GB:HAYD
Haydale Graphene
0.28
-0.35
-55.20%
GB:SYNT
Synthomer
98.00
32.70
50.08%

Hardide Corporate Events

Business Operations and StrategyRegulatory Filings and ComplianceShareholder Meetings
Hardide Capital Reduction Takes Effect After Court Approval
Positive
Aug 12, 2026
Hardide plc, the AIM-quoted developer of advanced tungsten carbide and tungsten metal matrix coatings for industrial and aerospace components, provides specialised surface technologies that increase durability and reduce downtime in harsh operatin...
Business Operations and StrategyExecutive/Board ChangesFinancial DisclosuresPrivate Placements and Financing
Hardide lifts outlook, doubles revenue ambitions and invests in new coating capacity
Positive
Jul 22, 2026
Hardide reported strong trading momentum for the financial year to 30 September 2026, with third-quarter revenues of £4.1m taking year-to-date sales to £8.9m and operating margins ahead of expectations. The Board now anticipates full-yea...
Business Operations and StrategyRegulatory Filings and ComplianceShareholder Meetings
Hardide Shareholders Back Capital Reduction Ahead of Court Approval
Positive
Jul 21, 2026
Shareholders of Hardide plc have overwhelmingly approved a proposed capital reduction at the company’s General Meeting, with all three resolutions passing with more than 99.9% of votes cast in favour. The move reflects strong investor suppor...
Business Operations and StrategyShareholder Meetings
Hardide Plans Capital Reduction to Create Distributable Reserves and Cut Dilution
Positive
Jun 23, 2026
Hardide plc has called a General Meeting to seek shareholder approval for cancelling its share premium account and a capitalised non-statutory reserve, a move designed to create approximately £3.2m of distributable reserves. The proposed capi...
Business Operations and StrategyFinancial Disclosures
Hardide Wins £2.4m North American Energy Contract, Lifting FY26 Outlook
Positive
May 27, 2026
Hardide has secured £2.4m of orders from a major North American energy sector customer covering the remainder of its financial year to 30 September 2026, exceeding the board’s prior expectations and materially improving revenue and perf...
Business Operations and StrategyFinancial Disclosures
Hardide posts record H1 as energy demand and efficiency gains boost profits
Positive
May 21, 2026
Hardide reported a record first half for the six months to 31 March 2026, with revenue up 71% to £4.8m, gross margins rising to 65% and operating profit reaching £1.3m, translating into positive earnings per share. Growth was driven prim...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026