Added to YB: 2026-06-11
Pitch date: 2026-06-09
MPAC.L [bullish]
Mpac Group plc
-1.18%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Mpac Group plc, together with its subsidiaries, provides packaging and automation solutions to healthcare, clean energy, and food and beverage sectors worldwide.
Market Cap
GBP 63.9M
Pitch Price
GBP 2.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
55.82
P/E
-6.68
EV/Sales
0.71
Sector
Machinery
Category
turnaround
Time to MPAC your bags?
MPAC.L: UK automation co warned FY26 PBT 'substantially below' expectations; brokers cut forecasts 43% to ~£8.5m, implying 9x P/E on £63m cap. Margins hit by spec downgrades, pricing pressure. Bull: Lambert divestiture (~£20m, cuts debt 40%) leaves ~10% margin biz at 5x P/E ex-Lambert; orderbook +10% to £98.9m, 2Q intake surging; record pipeline. Kitchen-sinking sets low bar; PMIs rising. Patient holders rewarded.
Read full article (3 min)