Added to YB: 2026-01-27
Pitch date: 2026-01-23
RI.PA [bullish]
Pernod Ricard SA
+11.12%
current return
Author Info
No bio for this author
Company Info
Pernod Ricard SA produces and sells wines and spirits worldwide. The company offers whiskey, vodka, gin, rum, liqueur and bitters, champagne, tequila and mezcal, and aperitif under the brands 100 Pipers, Aberlour, Absolut, Absolut Elyx, Altos, ARARAT, Augier, Avion, Ballantine's, Becherovka, Beefeater, Blenders Pride, Brancott Estate, Campo Viejo, Ceder’s, Chivas, Clan Campbell, Del Maguey, George Wyndham, Green Spot, Havana Club, Imperial, Imperial Blue, Italicus, J.
Market Cap
EUR 19.0B
Pitch Price
EUR 75.54
Price Target
N/A
Dividend
6.22%
EV/EBITDA
9.17
P/E
11.71
EV/Sales
2.81
Sector
Beverages
Category
growth
Pernod Ricard SA - $RI.PA
RI.PA: Global spirits leader w/ 240 premium brands transitioning from peak inventory investment to cash conversion phase. FY25: €10.96B sales (-3% organic), 26.9% op margin (+64bps) despite US normalization & China headwinds. €900M efficiency program complete, new €1B target through FY29. Strong in India (#1 Jameson), resilient pricing power, €1.13B FCF (+18%). Positioned for 3-6% organic growth via premiumization trend & 65+ demographic expansion (+36% by 2035).
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