Added to YB: 2026-01-26
Pitch date: 2026-01-22
VID.MC [neutral]
Vidrala, S.A.
-3.91%
current return
Author Info
Company Info
Vidrala, S.A. manufactures and sells glass containers for food and beverage products in the United Kingdom, Ireland, Italy, Iberian Peninsula, rest of Europe, and Brazil.
Market Cap
EUR 3.1B
Pitch Price
EUR 88.97
Price Target
N/A
Dividend
1.77%
EV/EBITDA
7.70
P/E
13.35
EV/Sales
2.20
Sector
Containers and Packaging
Category
special_situation
2026 Begins: The Roche Capital Portfolio - Vidrala, S.A.
VID.MC (holding update): Glass manufacturer w/ natural geographic monopoly but facing execution risk from Cristalerías Toro acquisition in Chile. Must compress costs, improve recycling efficiency & retain customers during integration. Has experience/capital but requires active oversight as mgmt quality critical.
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