Added to YB: 2026-08-06
Pitch date: 2026-07-31
KYGA.L [neutral]
Kerry Group plc
+0.97%
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 13.1B
Pitch Price
EUR 82.55
Price Target
N/A
Dividend
1.70%
EV/EBITDA
12.99
P/E
20.99
EV/Sales
2.31
Sector
Food Products
Category
growth
Theodosian Capital | Stocks Update 31/7/2026 - KYGA – Solid results and confidence in the future
KYGA.L (earnings): H1 rev €3.3bn, volume +3.3%, EBITDA €558m (margin +60bps to 16.7%) aided by Accelerate 2.0. Adj EPS 214.1c (+7.9% CER); FCF €262m (76% conversion). FY26 guide maintained: 6-10% EPS growth. 2030 targets: 20-21% EBITDA margin, 3-5% vol growth, ex-buybacks (€173m H1)/M&A. 13.5x 2028 EPS, 2.2% yield.
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