Professional
Added to YB: 2025-09-18
Pitch date: 2025-08-28
MACF.L [bullish]
Macfarlane Group PLC
-26.37%
current return
Author Info
No bio for this author
Company Info
Macfarlane Group PLC, through its subsidiaries, designs, manufactures, and distributes protective packaging products to businesses in the United Kingdom and Europe.
Market Cap
GBP 107.7M
Pitch Price
GBP 0.98
Price Target
N/A
Dividend
5.37%
EV/EBITDA
4.65
P/E
9.06
EV/Sales
0.61
Sector
Trading Companies and Distributors
Category
value
Colebrooke Partners New Position: Macfarlane Group
MACF.L (new position): UK's leading specialist protective packaging distributor bought at 100p, <10x FCF for 15% EBIT CAGR over decade. High switching costs, decentralized P&L incentives, £100k+ customer spend. Risk: direct supplier relationships. 10% FCF yield supports buybacks if growth stalls.
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