Added to YB: 2025-11-26
Pitch date: 2025-11-24
VID.MC [bullish]
Vidrala, S.A.
-4.36%
current return
Author Info
Company Info
Vidrala, S.A. engages in the manufacture and sale of glass containers for food and beverage products in the United Kingdom, Ireland, Italy, Iberian Peninsula, rest of Europe, and Brazil.
Market Cap
EUR 2.7B
Pitch Price
EUR 81.66
Price Target
N/A
Dividend
2.18%
EV/EBITDA
6.87
P/E
13.10
EV/Sales
1.91
Sector
Containers and Packaging
Category
N/A
Vidrala: An Overview of the Glass Industry in Álava
VID.MC: Leading European glass container producer w/ 28% avg operating margins, 15%+ ROCE post-crisis. Cost advantage via 70%+ recycled glass use, reducing energy costs 30%. Strong FCF covers 10-12% CapEx. Low debt <1x enables bolt-on M&A. ESG moat growing. Risks: energy volatility, demand cycles, PET substitution.
Read full article (18 min)