Added to YB: 2026-02-24
Pitch date: 2026-02-20
KYGA.L [neutral]
Kerry Group plc
-0.27%
current return
Author Info
No bio for this author
Company Info
Kerry Group plc, together with its subsidiaries, provides taste and nutrition solutions. The company offers taste solutions, such as dairy and dairy-free flavours, savoury flavours and extracts, smoke and grill, sweet flavours and extracts, and taste modulations.
Market Cap
EUR 11.6B
Pitch Price
EUR 72.75
Price Target
N/A
Dividend
1.93%
EV/EBITDA
11.81
P/E
18.18
EV/Sales
2.06
Sector
Food Products
Category
growth
Theodosian Capital | Stocks Update 20/2/2026 - KYGA – FY results; not a vintage year
KYGA.L (update): FY25 revenue €6.8bn (-2.5% y/y) w/ +3.0% volume offset by FX/disposals; EBITDA margin +80bps to 17.9%, adj EPS +3.0% to 481.5c (low-end guidance). FCF €643m (81% conv), net debt 1.9x EBITDA. New €300m buyback, DPS +10.1%. Guides 6-10% EPS growth FY26. Cheap at 13x 2027 EPS, 2.3% yield.
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