Added to YB: 2026-09-03
Pitch date: 2026-09-01
IMB.L [bullish]
Imperial Brands PLC
-1.45%
current return
Author Info
No bio for this author
Company Info
Imperial Brands PLC, together with its subsidiaries, manufactures, imports, markets, and sells tobacco and tobacco-related products in Europe, the Americas, Africa, the Asia, Australasia, and internationally.
Market Cap
GBP 19.2B
Pitch Price
GBP 25.55
Price Target
3.4K (+13403%)
Dividend
6.34%
EV/EBITDA
7.39
P/E
11.78
EV/Sales
1.57
Sector
Tobacco
Category
value
$IMB.L DCF VALUATION MODEL
IMB.L (monitor): Imperial Brands is under consideration for a position after a DCF estimated £34 intrinsic value, implying a 36% discount and 11% annual alpha if fair value is reached within three years. Pricing continues to offset much of structurally declining cigarette volume, while management targets 3-5% adjusted operating-profit growth and at least £2.2bn annual free cash flow. Next-generation products offer an additional but still-small growth leg; concerns include heavier developed-market exposure and discount-brand reliance relative to larger peers.
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