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SRG Global (ASX:SRG), an engineering and asset maintenance group, has more than doubled as fund managers back its execution. In September 2026, 1851 Capital rated SRG a buy, describing a five-year holding that has entered the ASX 200, with accelerating maintenance spending and highly accretive acquisitions supporting earnings. QVG Capital said SRG continued its impeccable record, with both its existing and newly acquired businesses growing faster than expected, and noted early FY27 guidance as a sign of management confidence. Centennial highlighted exposure to data centres, electrification and defence. SRG Global operates in the Industrials sector within the Construction and Engineering industry, and Thesis Tracker has captured 45 comments from 21 fund managers, including 1851 Capital, QVG, Lennox and Centennial. Founded in 1961 and headquartered in Subiaco, Perth, SRG provides maintenance, industrial services, engineering and construction for mining, energy, infrastructure and data centre customers.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Monash Investors, Ryder Capital, Mint Asset Management, QVG Capital, Pendal Group, Milford Asset Management, Wilson Asset Management, Ellerston Capital, Perennial Partners, Ausbil Investment Management, SG Hiscock & Company, Wentworth Williamson, Hayborough Investment Partners, Investors Mutual Limited, Centennial Asset Management, Lennox Capital Partners, 1851 Capital, Oracle Advisory Group, Prime Value Asset Management, Naos Asset Management, Provenance Value Partnership and WaveStone Capital have invested in SRG Global Ltd (ASX:SRG).
Managers highlight strong execution, faster-than-expected growth from acquisitions, accelerating maintenance capex, early FY27 guidance and exposure to data centres, electrification and defence, according to 1851, QVG and Centennial.
Lennox notes SRG fell around 16% in a month without company news, retracing part of its gains after more than doubling, showing valuation sensitivity after a strong run.
SRG Global Ltd, founded in 1961 and headquartered in Subiaco, Australia, provides specialized asset services. The company operates through three core segments: Maintenance and Industrial Services, Engineering and Construction, and Corporate. The Maintenance and Industrial Services segment delivers integrated solutions throughout the asset life cycle. The Engineering and Construction segment provides products and services for complex infrastructure projects. SRG Global serves diverse clients by focusing on sustainable asset performance and technical engineering expertise.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.