Added to YB: 2026-05-08
Pitch date: 2026-05-01
KYGA.L [neutral]
Kerry Group plc
+0.35%
current return
Author Info
No bio for this author
Company Info
Kerry Group plc, together with its subsidiaries, provides taste and nutrition solutions. The company offers taste solutions, such as dairy and dairy-free flavours, savoury flavours and extracts, smoke and grill, sweet flavours and extracts, and taste modulations.
Market Cap
EUR 11.4B
Pitch Price
EUR 72.45
Price Target
N/A
Dividend
1.95%
EV/EBITDA
11.63
P/E
17.96
EV/Sales
2.02
Sector
Food Products
Category
value
Theodosian Capital | Stocks Update 1/5/2026 - KYGA – Strong volume growth
KYGA.L (update): Q1 vol +3.1% outpacing market, pricing -1.3% on input deflation. EBITDA margin +60bps via self-help. Reported rev -7.3% YoY on -7.9% FX, -1.2% net M&A. Net debt €2.2B (1.8x EBITDA). Reaffirmed 6-10% adj EPS growth guide, FX -3% headwind (improved from -4%). Buybacks ongoing at 13.2x 2027 EPS.
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