Business Breakdowns

ADF Group (DRX.TO): The Backbone of America's Biggest Builds

You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube

By David Barbato · Jun 25, 2026 · 1 min read min read
ADF Group (DRX.TO): The Backbone of America's Biggest Builds

In this Business Breakdown, David Barbato and co-host Sébastien Charland, President of Agave Capital, sit down with ADF Group’s (DRX.TO) CFO Jean-François Boursier. The company was originally profiled by "Flipper" on February 16, 2021, at $1.72 CAD per share, representing a gain of 735% since then.

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Jean-François Boursier is the CFO of ADF Group, a Quebec-based fabricator of complex steel structures with plants in Terrebonne, Great Falls, Montana, and the Lac-Saint-Jean region. After nearly 16 years at ADF, he's set to retire at the end of 2026, and this Business Breakdown covers where the company stands heading into that transition.

You can listen/watch this business breakdowns on SpotifyApple Podcast, and YouTube below:

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