Added to YB: 2025-09-02
Pitch date: 2025-08-30
SUP.L [bullish]
Supreme Plc
-21.94%
current return
Author Info
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Company Info
Supreme Plc owns, manufactures, and distributes fast-moving branded and discounted consumer goods in the United Kingdom, Ireland, the Netherlands, France, rest of Europe, and internationally.
Market Cap
GBP 168.9M
Pitch Price
GBP 1.81
Price Target
3.33 (+136%)
Dividend
3.47%
EV/EBITDA
4.79
P/E
7.96
EV/Sales
0.75
Sector
Distributors
Category
value
Supreme Asymmetry: Limited Downside, Substantial Upside
SUP.L: UK FMCG co at 5.6x EV/EBITDA despite 35% battery, 30% vaping, 20% protein mkt shares. Vaping risks (June 2025 disposable ban, Oct 2026 tax) offset by M&A pipeline, international JVs, operational leverage. CEO expects £20-30M EBITDA from M&A to replace vaping contribution. 70-180% upside to £55+ target.
Read full article (11 min)