Added to YB: 2026-09-02
Pitch date: 2026-08-29
SUP.L [neutral]
Supreme Plc
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. 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, Spain, France, Rest of Europe, and internationally.
Market Cap
GBP 173.6M
Pitch Price
GBP 1.49
Price Target
N/A
Dividend
3.65%
EV/EBITDA
4.58
P/E
9.87
EV/Sales
0.67
Sector
Distributors
Category
N/A
Supreme PLC FY26 Earnings Update - Record revenue, flat EBITDA. What now for this 30% ROIC serial acquirer?
SUP.L (earnings): Supreme grew FY26 revenue 17% to £270.2m and generated £23m of free cash flow, but adjusted EBITDA was flat at £40.6m and likely fell about 5% organically despite substantial acquisition spending. Vaping navigated the disposable ban without losing major retailers, while Drinks and Wellness expanded; however, vaping margins lack evidence of recovery and Electricals & Household has become a shrinking cash generator.
Read full article (2 min)