Added to YB: 2026-08-26
Pitch date: 2026-08-18
MPE.L [bullish]
M.P. Evans Group PLC
+0.69%
current return
Author Info
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Company Info
M.P. Evans Group PLC, through its subsidiaries, owns and develops oil palm plantations in Indonesia and Malaysia.
Market Cap
GBP 1.2B
Pitch Price
GBP 17.46
Price Target
N/A
Dividend
3.43%
EV/EBITDA
6.93
P/E
11.26
EV/Sales
3.13
Sector
Food Products
Category
value
Monthly SpreadHunters Monitoring - M.P. Evans Group PLC
MPE.L: Long Indonesian palm oil producer trading at a discount to asset value; FY25 record results (rev $371M +5%, EPS 161.3p +24.5%, div 60p +14%) confirm quality thesis. H1'26 volumes accelerating double-digit (FFB harvest +14%, CPO +11% to 192,300t) on Bumi Mas M&A plus organic yield gains from maturing plantations, with CPO realizations firm at $873/t. Buybacks relaunched, cash $87.5M. May scare over Indonesia's Danantara export-channeling rule dispelled—all production sold locally, no direct impact, implementation delayed to Jan 2027; residual risk is indirect domestic CPO price effects. Next catalyst: H1 financials in September.
Read full article (3 min)