Professional
Added to YB: 2025-07-28
Pitch date: 2025-07-24
NWL.MI [bullish]
NewPrinces S.p.A.
-11.18%
current return
Author Info
Alluvial Capital is an investment manager with a focus on overlooked and obscure securities around the world. Sign up for the newsletter.
Company Info
NewPrinces S.p.A. engages in the agri-food sector in Italy, Germany, the United Kingdom, and internationally.
Market Cap
EUR 837.8M
Pitch Price
EUR 22.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.73
P/E
9.06
EV/Sales
0.47
Sector
Food Products
Category
special_situation
Alluvial Fund New Portfolio Holding: NewPrinces S.p.A.
NWL.MI (new position): Italian food conglomerate with pan-European expansion strategy buying neglected brands from multinationals (Kraft, Mitsubishi). Acquired Princes Limited (£1.7B revenue) in 2024, tripling revenue, plans 25% London IPO. Recently bought Diageo factory, Kraft's EU baby foods (€120M). Rumored large acquisition in works. Shares up but still attractively priced.
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