Added to YB: 2025-09-10
Pitch date: 2025-09-08
MACF.L [neutral]
Macfarlane Group PLC
-22.61%
current return
Author Info
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Company Info
Macfarlane Group PLC, through its subsidiaries, designs, manufactures, and distributes protective packaging products to businesses in the United Kingdom and Europe.
Market Cap
GBP 107.7M
Pitch Price
GBP 0.93
Price Target
N/A
Dividend
5.37%
EV/EBITDA
4.65
P/E
9.06
EV/Sales
0.61
Sector
Trading Companies and Distributors
Category
value
Macfarlane H1 FY25 Recap
MACF.L (earnings update): H1 organic growth flat, adj EBIT down 10% to ~24.5M on margin pressure & cost inflation. Pitreavie acquisition (7x EBITDA) adds scale but lowers margins. Site consolidation complete, should save 300k H2. Trading 8x EV/EBIT, 9x P/E. 4% dividend yield + 4M buyback. Patience needed for demand recovery.
Read full article (5 min)