Added to YB: 2026-07-14
Pitch date: 2026-07-11
NWL.MI [neutral]
NewPrinces S.p.A.
+2.34%
current return
Author Info
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Company Info
NewPrinces S.p.A. engages in the agri-food sector in Italy, Germany, the United Kingdom, and internationally.
Market Cap
EUR 694.1M
Pitch Price
EUR 16.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.83
P/E
2.07
EV/Sales
0.32
Sector
Food Products
Category
turnaround
2026 H1 - Portfolio & Performance - NewPrinces S.p.A.
NWL.MI (holding update): Largest YTD detractor, now 2nd largest position. Price subdued on multi-faceted Carrefour risk—declining margins + market share loss—but author sees ~6% mature EBITDA margins as sufficient (aided by negative WC). M&A deal expected in 1-2mo hasn't materialized; author prefers focus on integrating/streamlining Carrefour first.
Read full article (1 min)