Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-03
MCB.L [neutral]
McBride plc
+6.61%
current return
Author Info
Alluvial Capital is an investment manager with a focus on overlooked and obscure securities around the world. Sign up for the newsletter.
Company Info
McBride plc, together with its subsidiaries, manufactures and sells private label household and personal care products to retailers and brand owners in the United Kingdom, Germany, France, Italy, Spain, rest of Europe, the Asia-Pacific, and internationally.
Market Cap
GBP 280.1M
Pitch Price
GBP 1.54
Price Target
N/A
Dividend
1.90%
EV/EBITDA
4.66
P/E
8.51
EV/Sales
0.42
Sector
Household Products
Category
value
Alluvial Fund Portfolio Holding: McBride plc
MCB.L (holding update): UK consumer staples producer +35% from Sep lows on aggressive buybacks & dividend restart. Trading <7x earnings despite defensive profile & industry tailwinds. Mgmt confident on outlook, reduced leverage to sustainable levels. Est fair value 10x+ earnings as results prove sustainable vs temporary reprieve.
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