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Tasmea (ASX:TEA), an electrical and industrial services consolidator, has surged as fund managers back its acquisition strategy. In June 2026, Ausbil reported Tasmea returned 110% in a quarter after a highly accretive acquisition of Maxim, a Victorian electrical contractor. Akambo named Tasmea among its top three performers, citing an attractive valuation relative to peers and acquisitions, while NorthStar described it as an electrification consolidator with maintenance-led, highly visible revenue. Blackwattle highlighted its founder-led, diversified trade services model. Tasmea operates in the Industrials sector within the Construction and Engineering industry, and Thesis Tracker has captured 12 comments from 7 fund managers, including Ausbil, Akambo, NorthStar and Blackwattle. Founded in 1999 and headquartered in Jandakot, Perth, Tasmea provides maintenance, electrical, mechanical, civil and specialist engineering services to mining, energy, water and infrastructure customers across Australia through a group of acquired businesses.
Company figures as of 15 Oct 2026. For information only.
Fund managers including SG Hiscock & Company, Cerutty Macro Fund, Wilson Asset Management, Akambo, Blackwattle Investment Partners, NorthStar Impact Funds and Ausbil Investment Management have invested in Tasmea Ltd (ASX:TEA).
Managers highlight accretive acquisitions such as Maxim, maintenance-led recurring revenue, exposure to electrification and an attractive valuation relative to peers, according to Ausbil, Akambo and NorthStar.
The available commentary is positive, though rapid acquisition-led growth carries integration risk after a large share price rise.
Tasmea Ltd., founded in 1999 and headquartered in Jandakot, Australia, provides essential maintenance, engineering, and specialist project services. The company serves the mining, oil and gas, waste and water, power, renewable energy, defense, and infrastructure industries. Tasmea operates through four core segments: Electrical (industrial/commercial instrumentation and asset maintenance), Mechanical (refurbishment, repairs, and shutdowns), Civil (earthworks and waste management), and Water and Fluid (geomembrane, lubrication, and drainage solutions). Tasmea delivers expert technical services to meet complex industrial operational requirements across remote and commercial sites.
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.