Added to YB: 2025-09-02
Pitch date: 2025-08-30
SUP.L [bullish]
Supreme Plc
+1.37%
current return
Author Info
Neglected Value Chronicles focuses on small / microcaps in unloved markets. Sign up for the newsletter.
Company Info
Supreme Plc owns, manufactures, and distributes fast-moving branded and discounted consumer goods in the United Kingdom, Ireland, the Netherlands, France, rest of Europe, and internationally.
Market Cap
GBP 211.2M
Pitch Price
GBP 1.82
Price Target
3.33 (+80%)
Dividend
2.89%
Sector
Distributors
Category
value
Supreme Asymmetry: Limited Downside, Substantial Upside
SUP.L: UK FMCG co at 5.6x EV/EBITDA despite 35% battery, 30% vaping, 20% protein mkt shares. Vaping risks (June 2025 disposable ban, Oct 2026 tax) offset by M&A pipeline, international JVs, operational leverage. CEO expects £20-30M EBITDA from M&A to replace vaping contribution. 70-180% upside to £55+ target.
Read full article (11 min)