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Added to YB: 2026-06-11

Pitch date: 2026-06-09

PYYX [neutral]

Pyxus International, Inc.

+7.69%

current return

Author Info

No bio for this author

Company Info

Pyxus International, Inc., an agricultural company, engages in the sale of processed leaf tobacco in China, the United States, the United Arab Emirates, Belgium, Poland, Russia, Egypt, Indonesia, Turkey, and internationally.

Market Cap

$95.5M

Pitch Price

$3.25

Price Target

N/A

Dividend

N/A

EV/EBITDA

3.93

P/E

6.93

EV/Sales

0.39

Sector

Tobacco

Category

value

Show full summary:
Weekly #8: Most Interesting D-Sheets from the Past Week - Pyxus International, Inc.

PYYX (overview): Leaf-tobacco supply-chain co, $64M cap vs $227M record adj EBITDA (4th straight yr growth). FY26 rev -2.8% to $2.4B on lower leaf prices but deleveraging year: net leverage 6x→3.52x, Q4 adj FCF ~doubled to $352M. Levered stub; refi top FY27 priority = key catalyst/overhang. Mgmt sees oversupply as tailwind (3rd-party processing +41% at 20% margin). Risks: $139M interest, terms-unknown refi, pulled-forward Q4 sales, 9% uncommitted inventory write-down risk.

Read full article (1 min)