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Added to YB: 2025-10-28

Pitch date: 2025-10-24

ULVR.L [neutral]

Unilever PLC

-2.54%

current return

Author Info

No bio for this author

Company Info

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.

Market Cap

GBP 118.7B

Pitch Price

GBP 49.62

Price Target

N/A

Dividend

3.56%

EV/EBITDA

11.83

P/E

21.33

EV/Sales

2.47

Sector

Personal Care Products

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 24/10/2025 - ULVR – Solid Q3 results; Magnum IPO on ice

ULVR.L (update): Q3 USG +3.9% (Power Brands +4.4%), on track for FY 3-5% USG guidance. €800M productivity savings ahead of plan (€650M by end-2025). Magnum IPO delayed due to US govt shutdown. Author selling Magnum post-demerger citing 21% mkt share growth concerns & GLP-1 headwinds. 17x 2026 P/E, 3.6% yield.

Read full article (1 min)