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Added to YB: 2024-10-21

Pitch date: 2024-10-16

VRLA.PA [bullish]

Verallia Société Anonyme

+2.57%

current return

Author Info

No bio for this author

Company Info

Verallia Société Anonyme manufactures and sells glass packaging products for beverages and food products worldwide.

Market Cap

EUR 3.4B

Pitch Price

EUR 23.05

Price Target

N/A

Dividend

7.49%

EV/EBITDA

5.37

P/E

11.87

EV/Sales

1.45

Sector

Containers and Packaging

Category

turnaround

Show full summary:
Palm Harbour Capital Portfolio Holding: Verallia Société Anonyme

VRLA.PA: Glass packaging maker. Q2 organic sales -10.4% due to destocking. Spirits/wine focus hurting vs beer. EBITDA -35% YoY on volume/price. Recovery slower than expected, but mid-teens FCF yield provides cushion. Position reduced during boom, waiting for 2H24 recovery.

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