Added to YB: 2026-03-16
Pitch date: 2026-01-17
MCB.L [bullish]
McBride plc
-2.22%
current return
Author Info
No bio for this author
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 257.8M
Pitch Price
GBP 1.44
Price Target
N/A
Dividend
2.05%
EV/EBITDA
4.69
P/E
8.64
EV/Sales
0.41
Sector
Household Products
Category
value
McBride plc - $MCB.L
MCB.L: European leader in private label household cleaning (22% mkt share) at 6.5x P/E, 5.5x EBIT, 30% ROIC. Gaining share via contract mfg (14% of rev, targeting 25%) & consumer shift to private label. FY25 EBITDA margin 9.3%, mgmt targets >10% on £50M transformation program. Margins de-risked via quarterly cost-plus contracts (vs fixed annual). 10% buyback announced, board committed to 25% if undervaluation persists. Risks: irrational competition, customer concentration (top 10 = 53% rev), retailer consolidation.
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