Professional
Added to YB: 2024-11-15
Pitch date: 2024-09-30
KYGA.L [bullish]
Kerry Group plc
-16.13%
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 13.5B
Pitch Price
EUR 90.61
Price Target
N/A
Dividend
1.58%
EV/EBITDA
12.73
P/E
19.90
EV/Sales
2.22
Sector
Food Products
Category
dividend
Artisan Value Income Fund Portfolio Holding: Kerry Group plc
KYGA.L: Global leader in food/bev ingredients. B2B model aids product development. Added in Q2 at discount due to growth miss & GLP-1 fears. Q3 saw improved volumes, margins & GLP-1 concerns easing. Strong FCF, disciplined capital allocation via dividends/buybacks support thesis.
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