Added to YB: 2026-04-07
Pitch date: 2026-04-04
ULVR.L [neutral]
Unilever PLC
+12.19%
current return
Author Info
No bio for this author
Company Info
Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.
Market Cap
GBP 119.4B
Pitch Price
GBP 41.44
Price Target
N/A
Dividend
3.63%
EV/EBITDA
12.86
P/E
21.75
EV/Sales
2.92
Sector
Personal Care Products
Category
special_situation
Stocks Update 3/4/2026: ULVR – Food transaction
ULVR.L (update): Merging Foods div w/ McCormick to create 'global flavour powerhouse'; ULVR shareholders get 55.1% stake + ULVR retains 9.9% (to sell post-1yr), plus $15.7bn cash enabling delever to 2x EBITDA & €6bn buybacks. 13.8x EV/EBITDA exit multiple attractive but deal messy: mid-2027 close, €400-500M stranded costs, €500M restructuring 2027-29. Pro-forma 62% EM exposure. Trades 15.1x fwd P/E.
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