Added to YB: 2026-09-03
Pitch date: 2026-08-31
PMP.L [bullish]
Portmeirion Group PLC
Author Info
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Company Info
Portmeirion Group PLC, together with its subsidiaries, manufactures, markets, and distributes ceramics, home fragrances, and associated homeware products in the United Kingdom, South Korea, North America, and internationally.
Market Cap
GBP 27.0M
Pitch Price
GBP 0.53
Price Target
1.16 (+119%)
Dividend
N/A
EV/EBITDA
-43.99
P/E
-1.17
EV/Sales
0.54
Sector
Household Durables
Category
turnaround
Portmeirion Group PLC AIM-PMP
PMP.L: Portmeirion’s recapitalized turnaround offers substantial upside if its heritage brands merely return to normalized profitability: at £0.53, the shares trade around 0.5-0.6x pro forma net tangible assets, with a £0.84-£1.16 valuation range based on 6-8% EBIT margins. Net debt fell from £17.5M to £6.2M, but FY26 remains loss-making, H1 trading was uneven and excess inventory could undermine the asset backing.
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