Added to YB: 2025-10-07
Pitch date: 2025-10-03
ULVR.L [neutral]
Unilever PLC
-9.03%
current return
Author Info
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Company Info
Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.
Market Cap
GBP 104.5B
Pitch Price
GBP 45.87
Price Target
N/A
Dividend
4.13%
EV/EBITDA
11.33
P/E
18.47
EV/Sales
2.57
Sector
Personal Care Products
Category
special_situation
Show full summary:
Theodosian Capital | ULVR – Ice cream timeline
ULVR.L (update): Demerging ice cream unit TMICC (1:5 share ratio) on strategically sound logic - seasonal/capital intensive biz w/ different channels. TMICC has 21% global mkt share but growth limited. GLP-1 drugs risk to ice cream demand. ULVR retains 19.9% stake. 16x 2026 P/E, 3.8% yield.
Read full article (1 min)