Professional
Added to YB: 2026-03-30
Pitch date: 2026-01-15
GLB.L [neutral]
Glanbia plc
+12.11%
current return
Author Info
No bio for this author
Company Info
Glanbia plc, together with its subsidiaries, operates as a nutrition company worldwide. The company offers sports nutrition and lifestyle nutrition products in various formats, such as powders, capsules, tablets, ready-to-eat bars, and ready-to-drink beverage.
Market Cap
EUR 4.9B
Pitch Price
EUR 14.99
Price Target
N/A
Dividend
2.45%
EV/EBITDA
11.41
P/E
27.91
EV/Sales
1.40
Sector
Food Products
Category
turnaround
Longleaf Partners Global Fund Portfolio Holding: Glanbia plc
GLB.L (holding update): Performance Nutrition growth improved from low single-digits. Mgmt delivered portfolio rationalization via SlimFast & Body&Fit sales, boosting focus on higher-quality brands. Bought back ~3% shares at discount from Tirlán placement (overhang reduced to 18% from 24%). Engaged with mgmt on further strategic steps near-term.
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